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 | $86,374 | $73,867+16.9% | $143,757-39.9% | $68,494+26.1% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -4.80% | 1.01%-5.8pp | -0.04%-4.8pp | -7.84%+3.0pp |
| Employer contribution / active EE | $4,842 | $3,184+52.1% | $4,951-2.2% | $2,596+86.5% |
| Participant deferral / active EE | $4,650 | $3,384+37.4% | $5,637-17.5% | $4,027+15.5% |
| Admin fee / account holder | $19,599 | $5,755+240.6% | $14,673+33.6% | $5,403+262.8% |