See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,786 | $73,867+41.9% | $143,757-27.1% | $68,494+53.0% |
| Participation rate | 82.6% | 66.7%+16.0pp | 80.3%+2.3pp | 67.9%+14.7pp |
| Annual return | -17.59% | 1.01%-18.6pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,457 | $3,384+149.9% | $5,637+50.0% | $4,027+110.0% |
| Admin fee / account holder | $16,148 | $5,755+180.6% | $14,673+10.1% | $5,403+198.9% |