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 | $99,247 | $73,867+34.4% | $143,757-31.0% | $68,494+44.9% |
| Participation rate | 96.6% | 66.7%+29.9pp | 80.3%+16.2pp | 67.9%+28.7pp |
| Annual return | -15.95% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,122 | $3,184-33.3% | $4,951-57.1% | $2,596-18.3% |
| Participant deferral / active EE | $5,166 | $3,384+52.6% | $5,637-8.4% | $4,027+28.3% |
| Admin fee / account holder | $1,383 | $5,755-76.0% | $14,673-90.6% | $5,403-74.4% |