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 | $80,013 | $54,350+47.2% | $82,719-3.3% | $68,494+16.8% |
| Participation rate | 78.1% | 63.9%+14.2pp | 72.6%+5.6pp | 67.9%+10.2pp |
| Annual return | -18.09% | -13.67%-4.4pp | 701.18%-719.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,668 | $2,218+20.3% | $3,009-11.3% | $2,596+2.8% |
| Participant deferral / active EE | $4,749 | $3,246+46.3% | $4,395+8.1% | $4,027+17.9% |
| Admin fee / account holder | $3,156 | $4,395-28.2% | $5,329-40.8% | $5,403-41.6% |