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 6-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 | $89,761 | $73,867+21.5% | $143,757-37.6% | $68,494+31.0% |
| Participation rate | 90.2% | 66.7%+23.5pp | 80.3%+9.9pp | 67.9%+22.3pp |
| Annual return | -15.24% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,920 | $3,184-39.7% | $4,951-61.2% | $2,596-26.1% |
| Participant deferral / active EE | $1,776 | $3,384-47.5% | $5,637-68.5% | $4,027-55.9% |
| Admin fee / account holder | $3,304 | $5,755-42.6% | $14,673-77.5% | $5,403-38.8% |