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 | $72,276 | $59,805+20.9% | $79,550-9.1% | $68,494+5.5% |
| Participation rate | 93.5% | 61.1%+32.5pp | 69.5%+24.1pp | 67.9%+25.7pp |
| Annual return | -17.77% | -12.30%-5.5pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $436 | $1,505-71.1% | $2,413-82.0% | $2,596-83.2% |
| Participant deferral / active EE | $3,180 | $3,024+5.1% | $3,985-20.2% | $4,027-21.0% |
| Admin fee / account holder | $1,084 | $4,835-77.6% | $6,832-84.1% | $5,403-79.9% |