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 | $81,960 | $59,805+37.0% | $79,550+3.0% | $68,494+19.7% |
| Participation rate | 91.7% | 61.1%+30.6pp | 69.5%+22.2pp | 67.9%+23.8pp |
| Annual return | -15.42% | -12.30%-3.1pp | 0.16%-15.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,597 | $1,505+6.1% | $2,413-33.8% | $2,596-38.5% |
| Participant deferral / active EE | $6,084 | $3,024+101.2% | $3,985+52.7% | $4,027+51.1% |
| Admin fee / account holder | $4,490 | $4,835-7.1% | $6,832-34.3% | $5,403-16.9% |