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 | $90,346 | $59,805+51.1% | $79,550+13.6% | $68,494+31.9% |
| Participation rate | 98.1% | 61.1%+37.1pp | 69.5%+28.7pp | 67.9%+30.3pp |
| Annual return | -19.38% | -12.30%-7.1pp | 0.16%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,605 | $1,505+73.1% | $2,413+7.9% | $2,596+0.3% |
| Participant deferral / active EE | $3,351 | $3,024+10.8% | $3,985-15.9% | $4,027-16.8% |
| Admin fee / account holder | $7,335 | $4,835+51.7% | $6,832+7.4% | $5,403+35.8% |