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 | $72,530 | $59,805+21.3% | $79,550-8.8% | $68,494+5.9% |
| Participation rate | 98.4% | 61.1%+37.3pp | 69.5%+28.9pp | 67.9%+30.5pp |
| Annual return | -12.70% | -12.30%-0.4pp | 0.16%-12.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $629 | $1,505-58.2% | $2,413-73.9% | $2,596-75.8% |
| Participant deferral / active EE | $5,605 | $3,024+85.3% | $3,985+40.7% | $4,027+39.2% |
| Admin fee / account holder | $5,104 | $4,835+5.6% | $6,832-25.3% | $5,403-5.5% |