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 | $103,787 | $73,867+40.5% | $143,757-27.8% | $68,494+51.5% |
| Participation rate | 87.8% | 66.7%+21.1pp | 80.3%+7.4pp | 67.9%+19.9pp |
| Annual return | -14.48% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $4,647 | $3,184+45.9% | $4,951-6.1% | $2,596+79.0% |
| Participant deferral / active EE | $4,371 | $3,384+29.1% | $5,637-22.5% | $4,027+8.5% |
| Admin fee / account holder | $1,488 | $5,755-74.2% | $14,673-89.9% | $5,403-72.5% |