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 | $71,194 | $59,805+19.0% | $79,550-10.5% | $68,494+3.9% |
| Participation rate | 91.7% | 61.1%+30.6pp | 69.5%+22.2pp | 67.9%+23.8pp |
| Annual return | -14.90% | -12.30%-2.6pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,148 | $1,505+42.7% | $2,413-11.0% | $2,596-17.3% |
| Participant deferral / active EE | $7,334 | $3,024+142.5% | $3,985+84.0% | $4,027+82.1% |
| Admin fee / account holder | $10,155 | $4,835+110.0% | $6,832+48.6% | $5,403+88.0% |