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 | $96,214 | $59,805+60.9% | $79,550+20.9% | $68,494+40.5% |
| Participation rate | 74.7% | 61.1%+13.6pp | 69.5%+5.2pp | 67.9%+6.8pp |
| Annual return | -14.44% | -12.30%-2.1pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,138 | $1,505-24.4% | $2,413-52.8% | $2,596-56.2% |
| Participant deferral / active EE | $4,163 | $3,024+37.7% | $3,985+4.5% | $4,027+3.4% |
| Admin fee / account holder | $554 | $4,835-88.5% | $6,832-91.9% | $5,403-89.8% |