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 | $79,235 | $59,805+32.5% | $79,550-0.4% | $68,494+15.7% |
| Participation rate | 85.4% | 61.1%+24.3pp | 69.5%+15.9pp | 67.9%+17.5pp |
| Annual return | -12.76% | -12.30%-0.5pp | 0.16%-12.9pp | -7.84%-4.9pp |
| Employer contribution / active EE | $4,163 | $1,505+176.6% | $2,413+72.5% | $2,596+60.3% |
| Participant deferral / active EE | $2,618 | $3,024-13.4% | $3,985-34.3% | $4,027-35.0% |
| Admin fee / account holder | $19,639 | $4,835+306.2% | $6,832+187.4% | $5,403+263.5% |