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 | $81,643 | $73,867+10.5% | $143,757-43.2% | $68,494+19.2% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -14.20% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,199 | $3,184-30.9% | $4,951-55.6% | $2,596-15.3% |
| Participant deferral / active EE | $3,111 | $3,384-8.1% | $5,637-44.8% | $4,027-22.7% |
| Admin fee / account holder | $42,728 | $5,755+642.5% | $14,673+191.2% | $5,403+690.9% |