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 | $93,983 | $73,867+27.2% | $143,757-34.6% | $68,494+37.2% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -14.08% | 1.01%-15.1pp | -0.04%-14.0pp | -7.84%-6.2pp |
| Employer contribution / active EE | $11,834 | $3,184+271.6% | $4,951+139.0% | $2,596+355.8% |
| Participant deferral / active EE | $4,689 | $3,384+38.6% | $5,637-16.8% | $4,027+16.4% |
| Admin fee / account holder | $1,745 | $5,755-69.7% | $14,673-88.1% | $5,403-67.7% |