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 | $88,887 | $73,867+20.3% | $143,757-38.2% | $68,494+29.8% |
| Participation rate | 98.5% | 66.7%+31.9pp | 80.3%+18.2pp | 67.9%+30.6pp |
| Annual return | -4.77% | 1.01%-5.8pp | -0.04%-4.7pp | -7.84%+3.1pp |
| Employer contribution / active EE | $4,709 | $3,184+47.9% | $4,951-4.9% | $2,596+81.4% |
| Participant deferral / active EE | $4,490 | $3,384+32.7% | $5,637-20.4% | $4,027+11.5% |
| Admin fee / account holder | $2,121 | $5,755-63.1% | $14,673-85.5% | $5,403-60.7% |