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 | $81,724 | $59,805+36.7% | $79,550+2.7% | $68,494+19.3% |
| Participation rate | 84.9% | 61.1%+23.8pp | 69.5%+15.4pp | 67.9%+17.0pp |
| Annual return | -12.67% | -12.30%-0.4pp | 0.16%-12.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,346 | $1,505-10.6% | $2,413-44.2% | $2,596-48.2% |
| Participant deferral / active EE | $6,686 | $3,024+121.1% | $3,985+67.8% | $4,027+66.0% |
| Admin fee / account holder | $1,594 | $4,835-67.0% | $6,832-76.7% | $5,403-70.5% |