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 | $78,996 | $73,867+6.9% | $143,757-45.0% | $68,494+15.3% |
| Participation rate | 97.6% | 66.7%+31.0pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -17.32% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,935 | $3,184+23.6% | $4,951-20.5% | $2,596+51.6% |
| Participant deferral / active EE | $8,300 | $3,384+145.2% | $5,637+47.2% | $4,027+106.1% |
| Admin fee / account holder | $5,775 | $5,755+0.4% | $14,673-60.6% | $5,403+6.9% |