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 4-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 | $85,908 | $73,867+16.3% | $143,757-40.2% | $68,494+25.4% |
| Participation rate | 97.4% | 66.7%+30.7pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -12.46% | 1.01%-13.5pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $3,802 | $3,184+19.4% | $4,951-23.2% | $2,596+46.4% |
| Participant deferral / active EE | $4,970 | $3,384+46.9% | $5,637-11.8% | $4,027+23.4% |
| Admin fee / account holder | $14,127 | $5,755+145.5% | $14,673-3.7% | $5,403+161.5% |