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 | $109,708 | $73,867+48.5% | $143,757-23.7% | $68,494+60.2% |
| Participation rate | 97.3% | 66.7%+30.6pp | 80.3%+17.0pp | 67.9%+29.4pp |
| Annual return | -15.87% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $4,822 | $3,184+51.4% | $4,951-2.6% | $2,596+85.7% |
| Participant deferral / active EE | $6,379 | $3,384+88.5% | $5,637+13.2% | $4,027+58.4% |
| Admin fee / account holder | $13,905 | $5,755+141.6% | $14,673-5.2% | $5,403+157.4% |