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 | $76,929 | $59,805+28.6% | $79,550-3.3% | $68,494+12.3% |
| Participation rate | 82.1% | 61.1%+21.1pp | 69.5%+12.7pp | 67.9%+14.3pp |
| Annual return | -15.20% | -12.30%-2.9pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,475 | $1,505-2.0% | $2,413-38.9% | $2,596-43.2% |
| Participant deferral / active EE | $2,940 | $3,024-2.8% | $3,985-26.2% | $4,027-27.0% |
| Admin fee / account holder | $6,258 | $4,835+29.4% | $6,832-8.4% | $5,403+15.8% |