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 | $79,735 | $73,867+7.9% | $143,757-44.5% | $68,494+16.4% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -19.15% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,970 | $3,184-6.7% | $4,951-40.0% | $2,596+14.4% |
| Participant deferral / active EE | $6,065 | $3,384+79.2% | $5,637+7.6% | $4,027+50.6% |
| Admin fee / account holder | $852 | $5,755-85.2% | $14,673-94.2% | $5,403-84.2% |