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 | $130,874 | $73,867+77.2% | $143,757-9.0% | $68,494+91.1% |
| Participation rate | 81.8% | 66.7%+15.2pp | 80.3%+1.5pp | 67.9%+13.9pp |
| Annual return | -16.13% | 1.01%-17.1pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,111 | $3,184-33.7% | $4,951-57.4% | $2,596-18.7% |
| Participant deferral / active EE | $4,687 | $3,384+38.5% | $5,637-16.9% | $4,027+16.4% |
| Admin fee / account holder | $1,054 | $5,755-81.7% | $14,673-92.8% | $5,403-80.5% |