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 | $93,167 | $73,867+26.1% | $143,757-35.2% | $68,494+36.0% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -13.36% | 1.01%-14.4pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $938 | $3,184-70.5% | $4,951-81.1% | $2,596-63.9% |
| Participant deferral / active EE | $2,833 | $3,384-16.3% | $5,637-49.7% | $4,027-29.6% |
| Admin fee / account holder | $2,059 | $5,755-64.2% | $14,673-86.0% | $5,403-61.9% |