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 | $103,495 | $72,404+42.9% | $110,238-6.1% | $64,186+61.2% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.2pp |
| Annual return | -3.80% | -6.29%+2.5pp | 314.74%-318.5pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,969 | $2,282-13.7% | $3,826-48.5% | $2,381-17.3% |
| Participant deferral / active EE | $3,644 | $3,469+5.0% | $4,672-22.0% | $3,470+5.0% |
| Admin fee / account holder | $14,704 | $5,664+159.6% | $8,547+72.0% | $4,888+200.8% |