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 | $111,228 | $73,867+50.6% | $143,757-22.6% | $68,494+62.4% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -17.12% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,479 | $3,184-22.2% | $4,951-49.9% | $2,596-4.5% |
| Participant deferral / active EE | $3,980 | $3,384+17.6% | $5,637-29.4% | $4,027-1.2% |
| Admin fee / account holder | $1,585 | $5,755-72.5% | $14,673-89.2% | $5,403-70.7% |