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 | $74,845 | $59,805+25.1% | $79,550-5.9% | $68,494+9.3% |
| Participation rate | 94.1% | 61.1%+33.1pp | 69.5%+24.6pp | 67.9%+26.2pp |
| Annual return | -15.59% | -12.30%-3.3pp | 0.16%-15.8pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,861 | $1,505+90.1% | $2,413+18.6% | $2,596+10.2% |
| Participant deferral / active EE | $6,731 | $3,024+122.5% | $3,985+68.9% | $4,027+67.1% |
| Admin fee / account holder | $4,789 | $4,835-0.9% | $6,832-29.9% | $5,403-11.4% |