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 | $83,180 | $59,805+39.1% | $79,550+4.6% | $68,494+21.4% |
| Participation rate | 85.3% | 61.1%+24.2pp | 69.5%+15.8pp | 67.9%+17.4pp |
| Annual return | -14.12% | -12.30%-1.8pp | 0.16%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,719 | $1,505+14.2% | $2,413-28.8% | $2,596-33.8% |
| Participant deferral / active EE | $5,898 | $3,024+95.0% | $3,985+48.0% | $4,027+46.5% |
| Admin fee / account holder | $3,150 | $4,835-34.8% | $6,832-53.9% | $5,403-41.7% |