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 | $108,324 | $81,900+32.3% | $119,609-9.4% | $68,494+58.1% |
| Participation rate | 71.1% | 71.9%-0.8pp | 79.3%-8.2pp | 67.9%+3.2pp |
| Annual return | -17.95% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,195 | $2,693+18.6% | $4,232-24.5% | $2,596+23.1% |
| Participant deferral / active EE | $7,218 | $4,148+74.0% | $5,602+28.9% | $4,027+79.2% |
| Admin fee / account holder | $29,299 | $6,582+345.2% | $10,323+183.8% | $5,403+442.3% |