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 | $96,691 | $73,867+30.9% | $143,757-32.7% | $68,494+41.2% |
| Participation rate | 90.2% | 66.7%+23.6pp | 80.3%+9.9pp | 67.9%+22.4pp |
| Annual return | -16.61% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,374 | $3,184-25.4% | $4,951-52.0% | $2,596-8.6% |
| Participant deferral / active EE | $4,548 | $3,384+34.4% | $5,637-19.3% | $4,027+12.9% |
| Admin fee / account holder | $1,346 | $5,755-76.6% | $14,673-90.8% | $5,403-75.1% |