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 | $77,073 | $59,805+28.9% | $79,550-3.1% | $68,494+12.5% |
| Participation rate | 80.6% | 61.1%+19.6pp | 69.5%+11.2pp | 67.9%+12.8pp |
| Annual return | -16.10% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $710 | $1,505-52.8% | $2,413-70.6% | $2,596-72.6% |
| Participant deferral / active EE | $4,923 | $3,024+62.8% | $3,985+23.5% | $4,027+22.3% |
| Admin fee / account holder | $2,123 | $4,835-56.1% | $6,832-68.9% | $5,403-60.7% |