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 | $81,205 | $73,867+9.9% | $143,757-43.5% | $68,494+18.6% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -17.62% | 1.01%-18.6pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,802 | $3,184-43.4% | $4,951-63.6% | $2,596-30.6% |
| Participant deferral / active EE | $2,907 | $3,384-14.1% | $5,637-48.4% | $4,027-27.8% |
| Admin fee / account holder | $6,305 | $5,755+9.6% | $14,673-57.0% | $5,403+16.7% |