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 | $96,141 | $73,867+30.2% | $143,757-33.1% | $68,494+40.4% |
| Participation rate | 93.3% | 66.7%+26.7pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -15.93% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,562 | $3,184-19.5% | $4,951-48.3% | $2,596-1.3% |
| Participant deferral / active EE | $6,631 | $3,384+95.9% | $5,637+17.6% | $4,027+64.7% |
| Admin fee / account holder | $1,440 | $5,755-75.0% | $14,673-90.2% | $5,403-73.4% |