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 4-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 | $94,402 | $59,805+57.9% | $79,550+18.7% | $68,494+37.8% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.5%+1.9pp | 67.9%+3.5pp |
| Annual return | -16.34% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,710 | $1,505+13.6% | $2,413-29.1% | $2,596-34.1% |
| Participant deferral / active EE | $3,446 | $3,024+14.0% | $3,985-13.5% | $4,027-14.4% |
| Admin fee / account holder | $1,370 | $4,835-71.7% | $6,832-80.0% | $5,403-74.6% |