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 | $96,857 | $73,867+31.1% | $143,757-32.6% | $68,494+41.4% |
| Participation rate | 98.4% | 66.7%+31.7pp | 80.3%+18.1pp | 67.9%+30.5pp |
| Annual return | -17.23% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,865 | $3,184+21.4% | $4,951-21.9% | $2,596+48.9% |
| Participant deferral / active EE | $8,233 | $3,384+143.3% | $5,637+46.1% | $4,027+104.4% |
| Admin fee / account holder | $3,583 | $5,755-37.7% | $14,673-75.6% | $5,403-33.7% |