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 | $81,893 | $49,451+65.6% | $79,550+2.9% | $66,914+22.4% |
| Participation rate | 71.6% | 61.3%+10.2pp | 69.5%+2.1pp | 69.8%+1.8pp |
| Annual return | -17.03% | 84.25%-101.3pp | 0.16%-17.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,215 | $1,266-4.0% | $2,413-49.6% | $2,544-52.2% |
| Participant deferral / active EE | $3,976 | $3,159+25.9% | $3,985-0.2% | $4,237-6.1% |
| Admin fee / account holder | $5,921 | $595+895.8% | $6,832-13.3% | $593+898.1% |