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 | $79,823 | $59,805+33.5% | $79,550+0.3% | $68,494+16.5% |
| Participation rate | 96.0% | 61.1%+34.9pp | 69.5%+26.5pp | 67.9%+28.1pp |
| Annual return | -14.64% | -12.30%-2.3pp | 0.16%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $757 | $1,505-49.7% | $2,413-68.6% | $2,596-70.8% |
| Participant deferral / active EE | $5,360 | $3,024+77.2% | $3,985+34.5% | $4,027+33.1% |
| Admin fee / account holder | $9,699 | $4,835+100.6% | $6,832+42.0% | $5,403+79.5% |