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 | $91,976 | $73,867+24.5% | $143,757-36.0% | $68,494+34.3% |
| Participation rate | 97.7% | 66.7%+31.0pp | 80.3%+17.4pp | 67.9%+29.8pp |
| Annual return | -18.75% | 1.01%-19.8pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $9,152 | $3,184+187.4% | $4,951+84.8% | $2,596+252.5% |
| Participant deferral / active EE | $4,783 | $3,384+41.3% | $5,637-15.1% | $4,027+18.8% |
| Admin fee / account holder | $7,290 | $5,755+26.7% | $14,673-50.3% | $5,403+34.9% |