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 | $114,793 | $73,867+55.4% | $143,757-20.1% | $68,494+67.6% |
| Participation rate | 86.5% | 66.7%+19.8pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -18.10% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,382 | $3,184-25.2% | $4,951-51.9% | $2,596-8.3% |
| Participant deferral / active EE | $6,030 | $3,384+78.2% | $5,637+7.0% | $4,027+49.7% |
| Admin fee / account holder | $1,882 | $5,755-67.3% | $14,673-87.2% | $5,403-65.2% |