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 | $71,921 | $59,805+20.3% | $79,550-9.6% | $68,494+5.0% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.5%+20.0pp | 67.9%+21.6pp |
| Annual return | -18.21% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,211 | $1,505+46.9% | $2,413-8.4% | $2,596-14.8% |
| Participant deferral / active EE | $5,891 | $3,024+94.8% | $3,985+47.8% | $4,027+46.3% |
| Admin fee / account holder | $3,986 | $4,835-17.5% | $6,832-41.7% | $5,403-26.2% |