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 | $58,351 | $59,805-2.4% | $79,550-26.6% | $68,494-14.8% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.5%+13.8pp | 67.9%+15.4pp |
| Annual return | -14.75% | -12.30%-2.4pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $3,864 | $1,505+156.7% | $2,413+60.1% | $2,596+48.8% |
| Participant deferral / active EE | $6,301 | $3,024+108.3% | $3,985+58.1% | $4,027+56.5% |
| Admin fee / account holder | $1,392 | $4,835-71.2% | $6,832-79.6% | $5,403-74.2% |