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 | $72,209 | $65,435+10.4% | $86,677-16.7% | $66,914+7.9% |
| Participation rate | 72.1% | 75.5%-3.3pp | 76.6%-4.5pp | 69.8%+2.3pp |
| Annual return | -16.50% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,151 | $2,153+46.4% | $2,836+11.1% | $2,544+23.9% |
| Participant deferral / active EE | $7,226 | $4,100+76.2% | $4,656+55.2% | $4,237+70.6% |
| Admin fee / account holder | $4,706 | $642+633.6% | $7,493-37.2% | $593+693.3% |