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 | $105,130 | $59,805+75.8% | $79,550+32.2% | $68,494+53.5% |
| Participation rate | 90.7% | 61.1%+29.6pp | 69.5%+21.2pp | 67.9%+22.8pp |
| Annual return | -14.10% | -12.30%-1.8pp | 0.16%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,556 | $1,505+3.4% | $2,413-35.5% | $2,596-40.1% |
| Participant deferral / active EE | $3,811 | $3,024+26.0% | $3,985-4.4% | $4,027-5.4% |
| Admin fee / account holder | $10,279 | $4,835+112.6% | $6,832+50.4% | $5,403+90.3% |