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 | $70,973 | $45,863+54.7% | $77,024-7.9% | $68,494+3.6% |
| Participation rate | 88.5% | 55.9%+32.5pp | 67.9%+20.6pp | 67.9%+20.6pp |
| Annual return | -15.77% | 1.72%-17.5pp | 42.32%-58.1pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,812 | $1,650+191.7% | $2,812+71.1% | $2,596+85.3% |
| Participant deferral / active EE | $7,766 | $2,962+162.2% | $4,426+75.5% | $4,027+92.8% |
| Admin fee / account holder | $4,589 | $3,041+50.9% | $5,425-15.4% | $5,403-15.1% |