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 | $89,804 | $73,867+21.6% | $143,757-37.5% | $68,494+31.1% |
| Participation rate | 98.2% | 66.7%+31.6pp | 80.3%+17.9pp | 67.9%+30.3pp |
| Annual return | -14.65% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $11,828 | $3,184+271.5% | $4,951+138.9% | $2,596+355.6% |
| Participant deferral / active EE | $6,309 | $3,384+86.4% | $5,637+11.9% | $4,027+56.7% |
| Admin fee / account holder | $7,423 | $5,755+29.0% | $14,673-49.4% | $5,403+37.4% |