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 | $86,646 | $64,707+33.9% | $112,228-22.8% | $68,494+26.5% |
| Participation rate | 90.7% | 67.2%+23.6pp | 75.1%+15.7pp | 67.9%+22.9pp |
| Annual return | -17.83% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,611 | $2,746+104.3% | $3,635+54.4% | $2,596+116.1% |
| Participant deferral / active EE | $6,087 | $3,565+70.7% | $4,728+28.7% | $4,027+51.1% |
| Admin fee / account holder | $3,387 | $5,232-35.3% | $6,410-47.2% | $5,403-37.3% |