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 | $92,671 | $73,867+25.5% | $143,757-35.5% | $68,494+35.3% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -16.51% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,438 | $3,184+8.0% | $4,951-30.6% | $2,596+32.4% |
| Participant deferral / active EE | $4,432 | $3,384+31.0% | $5,637-21.4% | $4,027+10.1% |
| Admin fee / account holder | $6,092 | $5,755+5.9% | $14,673-58.5% | $5,403+12.7% |