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 | $63,316 | $45,863+38.1% | $77,024-17.8% | $68,494-7.6% |
| Participation rate | 76.7% | 55.9%+20.8pp | 67.9%+8.8pp | 67.9%+8.8pp |
| Annual return | -12.44% | 1.72%-14.2pp | 42.32%-54.8pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,579 | $1,650-4.3% | $2,812-43.9% | $2,596-39.2% |
| Participant deferral / active EE | $3,438 | $2,962+16.1% | $4,426-22.3% | $4,027-14.6% |
| Admin fee / account holder | $14,955 | $3,041+391.8% | $5,425+175.6% | $5,403+176.8% |