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 | $88,927 | $73,867+20.4% | $143,757-38.1% | $68,494+29.8% |
| Participation rate | 94.3% | 66.7%+27.6pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -14.56% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,293 | $3,184-59.4% | $4,951-73.9% | $2,596-50.2% |
| Participant deferral / active EE | $5,270 | $3,384+55.7% | $5,637-6.5% | $4,027+30.8% |
| Admin fee / account holder | $6,016 | $5,755+4.5% | $14,673-59.0% | $5,403+11.3% |