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 | $68,705 | $59,805+14.9% | $79,550-13.6% | $68,494+0.3% |
| Participation rate | 81.1% | 61.1%+20.0pp | 69.5%+11.6pp | 67.9%+13.2pp |
| Annual return | -11.32% | -12.30%+1.0pp | 0.16%-11.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,891 | $1,505+25.7% | $2,413-21.6% | $2,596-27.2% |
| Participant deferral / active EE | $5,288 | $3,024+74.9% | $3,985+32.7% | $4,027+31.3% |
| Admin fee / account holder | $17,061 | $4,835+252.9% | $6,832+149.7% | $5,403+215.8% |