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 | $90,548 | $59,805+51.4% | $79,550+13.8% | $68,494+32.2% |
| Participation rate | 79.4% | 61.1%+18.3pp | 69.5%+9.9pp | 67.9%+11.5pp |
| Annual return | -16.18% | -12.30%-3.9pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,357 | $1,505-9.8% | $2,413-43.8% | $2,596-47.7% |
| Participant deferral / active EE | $5,646 | $3,024+86.7% | $3,985+41.7% | $4,027+40.2% |
| Admin fee / account holder | $817 | $4,835-83.1% | $6,832-88.0% | $5,403-84.9% |