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 | $86,060 | $73,867+16.5% | $143,757-40.1% | $68,494+25.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.02% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $950 | $3,184-70.2% | $4,951-80.8% | $2,596-63.4% |
| Participant deferral / active EE | $5,538 | $3,384+63.6% | $5,637-1.8% | $4,027+37.5% |
| Admin fee / account holder | $3,439 | $5,755-40.2% | $14,673-76.6% | $5,403-36.3% |