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 | $109,262 | $59,805+82.7% | $79,550+37.4% | $68,494+59.5% |
| Participation rate | 90.7% | 61.1%+29.7pp | 69.5%+21.3pp | 67.9%+22.9pp |
| Annual return | -19.28% | -12.30%-7.0pp | 0.16%-19.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,410 | $1,505+60.2% | $2,413-0.1% | $2,596-7.2% |
| Participant deferral / active EE | $4,977 | $3,024+64.6% | $3,985+24.9% | $4,027+23.6% |
| Admin fee / account holder | $963 | $4,835-80.1% | $6,832-85.9% | $5,403-82.2% |