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 | $72,876 | $45,863+58.9% | $77,024-5.4% | $68,494+6.4% |
| Participation rate | 75.8% | 55.9%+19.8pp | 67.9%+7.9pp | 67.9%+7.9pp |
| Annual return | -14.24% | 1.72%-16.0pp | 42.32%-56.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,686 | $1,650+62.8% | $2,812-4.5% | $2,596+3.4% |
| Participant deferral / active EE | $6,647 | $2,962+124.4% | $4,426+50.2% | $4,027+65.0% |
| Admin fee / account holder | $5,690 | $3,041+87.1% | $5,425+4.9% | $5,403+5.3% |