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 | $108,309 | $73,867+46.6% | $143,757-24.7% | $68,494+58.1% |
| Participation rate | 72.1% | 66.7%+5.4pp | 80.3%-8.2pp | 67.9%+4.2pp |
| Annual return | -14.83% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $3,064 | $3,184-3.8% | $4,951-38.1% | $2,596+18.0% |
| Participant deferral / active EE | $6,190 | $3,384+82.9% | $5,637+9.8% | $4,027+53.7% |
| Admin fee / account holder | $27,387 | $5,755+375.9% | $14,673+86.7% | $5,403+406.9% |