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 | $96,847 | $59,805+61.9% | $79,550+21.7% | $68,494+41.4% |
| Participation rate | 93.6% | 61.1%+32.6pp | 69.5%+24.1pp | 67.9%+25.7pp |
| Annual return | -13.85% | -12.30%-1.5pp | 0.16%-14.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $6,935 | $1,505+360.8% | $2,413+187.4% | $2,596+167.1% |
| Participant deferral / active EE | $2,068 | $3,024-31.6% | $3,985-48.1% | $4,027-48.6% |
| Admin fee / account holder | $1,644 | $4,835-66.0% | $6,832-75.9% | $5,403-69.6% |