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 | $90,962 | $59,805+52.1% | $79,550+14.3% | $68,494+32.8% |
| Participation rate | 82.8% | 61.1%+21.7pp | 69.5%+13.3pp | 67.9%+14.9pp |
| Annual return | -18.12% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,071 | $1,505-28.8% | $2,413-55.6% | $2,596-58.8% |
| Participant deferral / active EE | $4,830 | $3,024+59.7% | $3,985+21.2% | $4,027+19.9% |
| Admin fee / account holder | $2,250 | $4,835-53.5% | $6,832-67.1% | $5,403-58.4% |