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 | $93,209 | $73,867+26.2% | $143,757-35.2% | $68,494+36.1% |
| Participation rate | 98.0% | 66.7%+31.3pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | -15.51% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,849 | $3,184+20.9% | $4,951-22.2% | $2,596+48.3% |
| Participant deferral / active EE | $4,706 | $3,384+39.0% | $5,637-16.5% | $4,027+16.9% |
| Admin fee / account holder | $3,149 | $5,755-45.3% | $14,673-78.5% | $5,403-41.7% |