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 | $92,868 | $73,867+25.7% | $143,757-35.4% | $68,494+35.6% |
| Participation rate | 86.9% | 66.7%+20.2pp | 80.3%+6.6pp | 67.9%+19.0pp |
| Annual return | -18.08% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,558 | $3,184-19.7% | $4,951-48.3% | $2,596-1.5% |
| Participant deferral / active EE | $5,578 | $3,384+64.8% | $5,637-1.1% | $4,027+38.5% |
| Admin fee / account holder | $746 | $5,755-87.0% | $14,673-94.9% | $5,403-86.2% |