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 | $94,786 | $59,805+58.5% | $79,550+19.2% | $68,494+38.4% |
| Participation rate | 74.5% | 61.1%+13.4pp | 69.5%+5.0pp | 67.9%+6.6pp |
| Annual return | -15.26% | -12.30%-3.0pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $603 | $1,505-59.9% | $2,413-75.0% | $2,596-76.8% |
| Participant deferral / active EE | $3,300 | $3,024+9.1% | $3,985-17.2% | $4,027-18.1% |
| Admin fee / account holder | $7,064 | $4,835+46.1% | $6,832+3.4% | $5,403+30.7% |