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 | $93,053 | $64,707+43.8% | $112,228-17.1% | $68,494+35.9% |
| Participation rate | 84.4% | 67.2%+17.2pp | 75.1%+9.3pp | 67.9%+16.5pp |
| Annual return | -17.21% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $987 | $2,746-64.1% | $3,635-72.9% | $2,596-62.0% |
| Participant deferral / active EE | $3,194 | $3,565-10.4% | $4,728-32.4% | $4,027-20.7% |
| Admin fee / account holder | $13,865 | $5,232+165.0% | $6,410+116.3% | $5,403+156.6% |