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 | $78,980 | $59,805+32.1% | $79,550-0.7% | $68,494+15.3% |
| Participation rate | 97.4% | 61.1%+36.4pp | 69.5%+27.9pp | 67.9%+29.5pp |
| Annual return | -17.19% | -12.30%-4.9pp | 0.16%-17.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,758 | $1,505+83.3% | $2,413+14.3% | $2,596+6.2% |
| Participant deferral / active EE | $5,978 | $3,024+97.7% | $3,985+50.0% | $4,027+48.4% |
| Admin fee / account holder | $692 | $4,835-85.7% | $6,832-89.9% | $5,403-87.2% |