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 | $86,717 | $59,805+45.0% | $79,550+9.0% | $68,494+26.6% |
| Participation rate | 95.7% | 61.1%+34.7pp | 69.5%+26.3pp | 67.9%+27.9pp |
| Annual return | -14.66% | -12.30%-2.4pp | 0.16%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,153 | $1,505-23.4% | $2,413-52.2% | $2,596-55.6% |
| Participant deferral / active EE | $6,058 | $3,024+100.3% | $3,985+52.0% | $4,027+50.4% |
| Admin fee / account holder | $1,484 | $4,835-69.3% | $6,832-78.3% | $5,403-72.5% |