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 | $69,342 | $59,805+15.9% | $79,550-12.8% | $68,494+1.2% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -13.36% | -12.30%-1.1pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $387 | $1,505-74.3% | $2,413-83.9% | $2,596-85.1% |
| Participant deferral / active EE | $3,488 | $3,024+15.3% | $3,985-12.5% | $4,027-13.4% |
| Admin fee / account holder | $3,328 | $4,835-31.2% | $6,832-51.3% | $5,403-38.4% |