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 | $131,551 | $73,867+78.1% | $143,757-8.5% | $68,494+92.1% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -15.39% | 1.01%-16.4pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $7,303 | $3,184+129.3% | $4,951+47.5% | $2,596+181.3% |
| Participant deferral / active EE | $4,468 | $3,384+32.0% | $5,637-20.7% | $4,027+10.9% |
| Admin fee / account holder | $8,705 | $5,755+51.3% | $14,673-40.7% | $5,403+61.1% |