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 | $79,889 | $73,867+8.2% | $143,757-44.4% | $68,494+16.6% |
| Participation rate | 91.7% | 66.7%+25.0pp | 80.3%+11.4pp | 67.9%+23.8pp |
| Annual return | -12.53% | 1.01%-13.5pp | -0.04%-12.5pp | -7.84%-4.7pp |
| Employer contribution / active EE | $2,010 | $3,184-36.9% | $4,951-59.4% | $2,596-22.6% |
| Participant deferral / active EE | $5,948 | $3,384+75.7% | $5,637+5.5% | $4,027+47.7% |
| Admin fee / account holder | $3,346 | $5,755-41.9% | $14,673-77.2% | $5,403-38.1% |