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 | $86,245 | $73,867+16.8% | $143,757-40.0% | $68,494+25.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.20% | 1.01%-19.2pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,702 | $3,184+16.3% | $4,951-25.2% | $2,596+42.6% |
| Participant deferral / active EE | $4,455 | $3,384+31.6% | $5,637-21.0% | $4,027+10.6% |
| Admin fee / account holder | $4,864 | $5,755-15.5% | $14,673-66.9% | $5,403-10.0% |