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 | $119,686 | $73,867+62.0% | $143,757-16.7% | $68,494+74.7% |
| Participation rate | 94.1% | 66.7%+27.5pp | 80.3%+13.8pp | 67.9%+26.2pp |
| Annual return | -15.51% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,673 | $3,184-16.0% | $4,951-46.0% | $2,596+3.0% |
| Participant deferral / active EE | $7,632 | $3,384+125.5% | $5,637+35.4% | $4,027+89.5% |
| Admin fee / account holder | $2,793 | $5,755-51.5% | $14,673-81.0% | $5,403-48.3% |