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 | $75,387 | $73,867+2.1% | $143,757-47.6% | $68,494+10.1% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -16.61% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $3,165 | $3,184-0.6% | $4,951-36.1% | $2,596+21.9% |
| Participant deferral / active EE | $2,881 | $3,384-14.9% | $5,637-48.9% | $4,027-28.5% |
| Admin fee / account holder | $8,706 | $5,755+51.3% | $14,673-40.7% | $5,403+61.1% |