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 | $104,820 | $59,805+75.3% | $79,550+31.8% | $68,494+53.0% |
| Participation rate | 96.8% | 61.1%+35.7pp | 69.5%+27.3pp | 67.9%+28.9pp |
| Annual return | -15.45% | -12.30%-3.1pp | 0.16%-15.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,450 | $1,505+62.8% | $2,413+1.5% | $2,596-5.6% |
| Participant deferral / active EE | $6,341 | $3,024+109.7% | $3,985+59.1% | $4,027+57.5% |
| Admin fee / account holder | $2,453 | $4,835-49.3% | $6,832-64.1% | $5,403-54.6% |