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 | $138,200 | $71,883+92.3% | $86,677+59.4% | $68,494+101.8% |
| Participation rate | 73.3% | 72.2%+1.1pp | 76.6%-3.2pp | 67.9%+5.4pp |
| Annual return | -7.09% | 3.52%-10.6pp | 35.91%-43.0pp | -7.84%+0.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,746 | $3,779+25.6% | $4,656+1.9% | $4,027+17.9% |
| Admin fee / account holder | $1,728 | $6,112-71.7% | $7,493-76.9% | $5,403-68.0% |