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 | $87,887 | $48,265+82.1% | $68,791+27.8% | $68,494+28.3% |
| Participation rate | 76.7% | 60.7%+16.0pp | 69.0%+7.6pp | 67.9%+8.8pp |
| Annual return | -15.30% | -12.71%-2.6pp | -6.38%-8.9pp | -7.84%-7.5pp |
| Employer contribution / active EE | $951 | $1,829-48.0% | $2,655-64.2% | $2,596-63.4% |
| Participant deferral / active EE | $3,025 | $2,867+5.5% | $3,941-23.2% | $4,027-24.9% |
| Admin fee / account holder | $3,355 | $4,355-23.0% | $4,932-32.0% | $5,403-37.9% |