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 | $93,905 | $59,805+57.0% | $79,550+18.0% | $68,494+37.1% |
| Participation rate | 75.7% | 61.1%+14.6pp | 69.5%+6.2pp | 67.9%+7.8pp |
| Annual return | -15.95% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,746 | $1,505+16.0% | $2,413-27.6% | $2,596-32.8% |
| Participant deferral / active EE | $6,421 | $3,024+112.3% | $3,985+61.1% | $4,027+59.5% |
| Admin fee / account holder | $1,578 | $4,835-67.4% | $6,832-76.9% | $5,403-70.8% |