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 | $81,772 | $73,867+10.7% | $143,757-43.1% | $68,494+19.4% |
| Participation rate | 97.4% | 66.7%+30.7pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -13.36% | 1.01%-14.4pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,608 | $3,184-18.1% | $4,951-47.3% | $2,596+0.4% |
| Participant deferral / active EE | $5,096 | $3,384+50.6% | $5,637-9.6% | $4,027+26.5% |
| Admin fee / account holder | $4,075 | $5,755-29.2% | $14,673-72.2% | $5,403-24.6% |