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 | $82,904 | $59,805+38.6% | $79,550+4.2% | $68,494+21.0% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | -16.09% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,801 | $1,505+19.7% | $2,413-25.4% | $2,596-30.6% |
| Participant deferral / active EE | $3,241 | $3,024+7.2% | $3,985-18.7% | $4,027-19.5% |
| Admin fee / account holder | $1,291 | $4,835-73.3% | $6,832-81.1% | $5,403-76.1% |