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 | $98,954 | $73,867+34.0% | $143,757-31.2% | $68,494+44.5% |
| Participation rate | 83.0% | 66.7%+16.3pp | 80.3%+2.7pp | 67.9%+15.1pp |
| Annual return | -18.48% | 1.01%-19.5pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,002 | $3,184-5.7% | $4,951-39.4% | $2,596+15.6% |
| Participant deferral / active EE | $4,314 | $3,384+27.5% | $5,637-23.5% | $4,027+7.1% |
| Admin fee / account holder | $14,298 | $5,755+148.5% | $14,673-2.6% | $5,403+164.6% |