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 | $104,683 | $73,867+41.7% | $143,757-27.2% | $68,494+52.8% |
| Participation rate | 94.5% | 66.7%+27.9pp | 80.3%+14.2pp | 67.9%+26.7pp |
| Annual return | -12.47% | 1.01%-13.5pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $4,438 | $3,184+39.4% | $4,951-10.4% | $2,596+70.9% |
| Participant deferral / active EE | $3,547 | $3,384+4.8% | $5,637-37.1% | $4,027-11.9% |
| Admin fee / account holder | $46,541 | $5,755+708.8% | $14,673+217.2% | $5,403+761.4% |