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 | $82,913 | $73,867+12.2% | $143,757-42.3% | $68,494+21.1% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -19.16% | 1.01%-20.2pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $6,943 | $3,184+118.1% | $4,951+40.2% | $2,596+167.4% |
| Participant deferral / active EE | $6,105 | $3,384+80.4% | $5,637+8.3% | $4,027+51.6% |
| Admin fee / account holder | $4,156 | $5,755-27.8% | $14,673-71.7% | $5,403-23.1% |