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 | $124,278 | $73,867+68.2% | $143,757-13.6% | $68,494+81.4% |
| Participation rate | 78.9% | 66.7%+12.2pp | 80.3%-1.4pp | 67.9%+11.0pp |
| Annual return | -15.17% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,120 | $3,184-64.8% | $4,951-77.4% | $2,596-56.9% |
| Participant deferral / active EE | $4,740 | $3,384+40.1% | $5,637-15.9% | $4,027+17.7% |
| Admin fee / account holder | $4,163 | $5,755-27.7% | $14,673-71.6% | $5,403-23.0% |