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 | $137,244 | $81,900+67.6% | $119,609+14.7% | $68,494+100.4% |
| Participation rate | 74.2% | 71.9%+2.3pp | 79.3%-5.1pp | 67.9%+6.3pp |
| Annual return | -15.61% | -23.82%+8.2pp | -14.97%-0.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $736 | $2,693-72.7% | $4,232-82.6% | $2,596-71.7% |
| Participant deferral / active EE | $5,445 | $4,148+31.3% | $5,602-2.8% | $4,027+35.2% |
| Admin fee / account holder | $12,735 | $6,582+93.5% | $10,323+23.4% | $5,403+135.7% |