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 | $84,655 | $73,004+16.0% | $90,749-6.7% | $68,494+23.6% |
| Participation rate | 89.2% | 70.8%+18.4pp | 75.7%+13.5pp | 67.9%+21.3pp |
| Annual return | -10.37% | -13.81%+3.4pp | -12.16%+1.8pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,441 | $2,193-34.3% | $2,921-50.7% | $2,596-44.5% |
| Participant deferral / active EE | $3,971 | $3,627+9.5% | $4,564-13.0% | $4,027-1.4% |
| Admin fee / account holder | $10,112 | $5,896+71.5% | $8,445+19.7% | $5,403+87.2% |