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 | $88,015 | $73,867+19.2% | $143,757-38.8% | $68,494+28.5% |
| Participation rate | 95.8% | 66.7%+29.2pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -19.11% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $6,575 | $3,184+106.5% | $4,951+32.8% | $2,596+153.2% |
| Participant deferral / active EE | $3,288 | $3,384-2.9% | $5,637-41.7% | $4,027-18.4% |
| Admin fee / account holder | $2,822 | $5,755-51.0% | $14,673-80.8% | $5,403-47.8% |