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 | $81,138 | $73,867+9.8% | $143,757-43.6% | $68,494+18.5% |
| Participation rate | 94.6% | 66.7%+28.0pp | 80.3%+14.3pp | 67.9%+26.8pp |
| Annual return | -10.80% | 1.01%-11.8pp | -0.04%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,950 | $3,184-38.8% | $4,951-60.6% | $2,596-24.9% |
| Participant deferral / active EE | $2,179 | $3,384-35.6% | $5,637-61.3% | $4,027-45.9% |
| Admin fee / account holder | $2,632 | $5,755-54.3% | $14,673-82.1% | $5,403-51.3% |