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 | $141,217 | $73,867+91.2% | $143,757-1.8% | $68,494+106.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 3.97% | 1.01%+3.0pp | -0.04%+4.0pp | -7.84%+11.8pp |
| Employer contribution / active EE | $2,846 | $3,184-10.6% | $4,951-42.5% | $2,596+9.6% |
| Participant deferral / active EE | $3,734 | $3,384+10.3% | $5,637-33.8% | $4,027-7.3% |
| Admin fee / account holder | $40,330 | $5,755+600.8% | $14,673+174.9% | $5,403+646.5% |