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 | $73,473 | $59,805+22.9% | $79,550-7.6% | $68,494+7.3% |
| Participation rate | 91.8% | 61.1%+30.7pp | 69.5%+22.3pp | 67.9%+23.9pp |
| Annual return | -17.70% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,312 | $1,505+53.6% | $2,413-4.2% | $2,596-11.0% |
| Participant deferral / active EE | $6,799 | $3,024+124.8% | $3,985+70.6% | $4,027+68.8% |
| Admin fee / account holder | $1,867 | $4,835-61.4% | $6,832-72.7% | $5,403-65.4% |