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 | $75,083 | $59,805+25.5% | $79,550-5.6% | $68,494+9.6% |
| Participation rate | 91.4% | 61.1%+30.4pp | 69.5%+21.9pp | 67.9%+23.5pp |
| Annual return | -19.34% | -12.30%-7.0pp | 0.16%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $3,437 | $1,505+128.4% | $2,413+42.4% | $2,596+32.4% |
| Participant deferral / active EE | $4,146 | $3,024+37.1% | $3,985+4.0% | $4,027+3.0% |
| Admin fee / account holder | $1,076 | $4,835-77.7% | $6,832-84.2% | $5,403-80.1% |