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 | $71,101 | $73,867-3.7% | $143,757-50.5% | $68,494+3.8% |
| Participation rate | 90.5% | 66.7%+23.9pp | 80.3%+10.2pp | 67.9%+22.7pp |
| Annual return | -17.15% | 1.01%-18.2pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,888 | $3,184+22.1% | $4,951-21.5% | $2,596+49.8% |
| Participant deferral / active EE | $2,801 | $3,384-17.3% | $5,637-50.3% | $4,027-30.5% |
| Admin fee / account holder | $544 | $5,755-90.5% | $14,673-96.3% | $5,403-89.9% |