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 | $58,520 | $45,863+27.6% | $77,024-24.0% | $68,494-14.6% |
| Participation rate | 83.6% | 55.9%+27.7pp | 67.9%+15.7pp | 67.9%+15.7pp |
| Annual return | -18.55% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,938 | $1,650+17.5% | $2,812-31.1% | $2,596-25.4% |
| Participant deferral / active EE | $3,492 | $2,962+17.9% | $4,426-21.1% | $4,027-13.3% |
| Admin fee / account holder | $1,860 | $3,041-38.8% | $5,425-65.7% | $5,403-65.6% |