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 | $68,012 | $59,805+13.7% | $79,550-14.5% | $68,494-0.7% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -16.22% | -12.30%-3.9pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,901 | $1,505+26.3% | $2,413-21.2% | $2,596-26.8% |
| Participant deferral / active EE | $4,334 | $3,024+43.3% | $3,985+8.8% | $4,027+7.6% |
| Admin fee / account holder | $1,940 | $4,835-59.9% | $6,832-71.6% | $5,403-64.1% |