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 | $81,936 | $73,004+12.2% | $90,749-9.7% | $68,494+19.6% |
| Participation rate | 84.4% | 70.8%+13.5pp | 75.7%+8.7pp | 67.9%+16.5pp |
| Annual return | -14.55% | -13.81%-0.7pp | -12.16%-2.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,746 | $2,193-20.4% | $2,921-40.2% | $2,596-32.7% |
| Participant deferral / active EE | $3,860 | $3,627+6.4% | $4,564-15.4% | $4,027-4.1% |
| Admin fee / account holder | $23,386 | $5,896+296.7% | $8,445+176.9% | $5,403+332.9% |