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 | $110,718 | $54,350+103.7% | $82,719+33.8% | $68,494+61.6% |
| Participation rate | 70.3% | 63.9%+6.4pp | 72.6%-2.3pp | 67.9%+2.4pp |
| Annual return | -9.85% | -13.67%+3.8pp | 701.18%-711.0pp | -7.84%-2.0pp |
| Employer contribution / active EE | $2,289 | $2,218+3.2% | $3,009-23.9% | $2,596-11.8% |
| Participant deferral / active EE | $3,042 | $3,246-6.3% | $4,395-30.8% | $4,027-24.5% |
| Admin fee / account holder | $15,116 | $4,395+243.9% | $5,329+183.7% | $5,403+179.8% |