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 | $78,190 | $73,867+5.9% | $143,757-45.6% | $68,494+14.2% |
| Participation rate | 92.3% | 66.7%+25.7pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -9.60% | 1.01%-10.6pp | -0.04%-9.6pp | -7.84%-1.8pp |
| Employer contribution / active EE | $3,989 | $3,184+25.3% | $4,951-19.4% | $2,596+53.6% |
| Participant deferral / active EE | $8,023 | $3,384+137.1% | $5,637+42.3% | $4,027+99.2% |
| Admin fee / account holder | $17,466 | $5,755+203.5% | $14,673+19.0% | $5,403+223.3% |