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 | $66,909 | $59,805+11.9% | $79,550-15.9% | $68,494-2.3% |
| Participation rate | 87.3% | 61.1%+26.2pp | 69.5%+17.8pp | 67.9%+19.4pp |
| Annual return | -14.55% | -12.30%-2.2pp | 0.16%-14.7pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,165 | $1,505-22.6% | $2,413-51.7% | $2,596-55.1% |
| Participant deferral / active EE | $4,451 | $3,024+47.2% | $3,985+11.7% | $4,027+10.5% |
| Admin fee / account holder | $4,189 | $4,835-13.4% | $6,832-38.7% | $5,403-22.5% |