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 | $86,417 | $59,805+44.5% | $79,550+8.6% | $68,494+26.2% |
| Participation rate | 92.9% | 61.1%+31.8pp | 69.5%+23.4pp | 67.9%+25.0pp |
| Annual return | -14.30% | -12.30%-2.0pp | 0.16%-14.5pp | -7.84%-6.5pp |
| Employer contribution / active EE | $4,521 | $1,505+200.4% | $2,413+87.3% | $2,596+74.1% |
| Participant deferral / active EE | $5,818 | $3,024+92.4% | $3,985+46.0% | $4,027+44.5% |
| Admin fee / account holder | $18,607 | $4,835+284.9% | $6,832+172.3% | $5,403+244.4% |