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 | $100,111 | $73,867+35.5% | $143,757-30.4% | $68,494+46.2% |
| Participation rate | 77.6% | 66.7%+10.9pp | 80.3%-2.7pp | 67.9%+9.7pp |
| Annual return | -16.55% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,788 | $3,184-12.4% | $4,951-43.7% | $2,596+7.4% |
| Participant deferral / active EE | $4,819 | $3,384+42.4% | $5,637-14.5% | $4,027+19.7% |
| Admin fee / account holder | $6,190 | $5,755+7.6% | $14,673-57.8% | $5,403+14.6% |