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 | $103,783 | $73,867+40.5% | $143,757-27.8% | $68,494+51.5% |
| Participation rate | 78.8% | 66.7%+12.1pp | 80.3%-1.5pp | 67.9%+10.9pp |
| Annual return | -10.70% | 1.01%-11.7pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $1,224 | $3,184-61.6% | $4,951-75.3% | $2,596-52.9% |
| Participant deferral / active EE | $5,511 | $3,384+62.8% | $5,637-2.2% | $4,027+36.8% |
| Admin fee / account holder | $12,500 | $5,755+117.2% | $14,673-14.8% | $5,403+131.4% |