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 | $102,666 | $147,167-30.2% | $111,392-7.8% | $135,375-24.2% |
| Participation rate | 92.3% | 84.0%+8.3pp | 78.9%+13.4pp | 82.6%+9.7pp |
| Annual return | -6.90% | -4.44%-2.5pp | -2.06%-4.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $8,015 | $5,204+54.0% | $4,328+85.2% | $4,779+67.7% |
| Participant deferral / active EE | $3,160 | $6,565-51.9% | $5,567-43.2% | $5,609-43.7% |
| Admin fee / account holder | $11,726 | $20,270-42.2% | $12,266-4.4% | $10,827+8.3% |