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 | $89,478 | $59,805+49.6% | $79,550+12.5% | $68,494+30.6% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.5%+27.1pp | 67.9%+28.7pp |
| Annual return | -14.63% | -12.30%-2.3pp | 0.16%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,777 | $1,505+18.1% | $2,413-26.4% | $2,596-31.6% |
| Participant deferral / active EE | $5,032 | $3,024+66.4% | $3,985+26.3% | $4,027+24.9% |
| Admin fee / account holder | $7,400 | $4,835+53.1% | $6,832+8.3% | $5,403+37.0% |