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 | $93,009 | $73,867+25.9% | $143,757-35.3% | $68,494+35.8% |
| Participation rate | 91.9% | 66.7%+25.2pp | 80.3%+11.6pp | 67.9%+24.0pp |
| Annual return | -14.22% | 1.01%-15.2pp | -0.04%-14.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,285 | $3,184-28.2% | $4,951-53.9% | $2,596-12.0% |
| Participant deferral / active EE | $4,621 | $3,384+36.5% | $5,637-18.0% | $4,027+14.7% |
| Admin fee / account holder | $1,001 | $5,755-82.6% | $14,673-93.2% | $5,403-81.5% |