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 | $76,563 | $59,805+28.0% | $79,550-3.8% | $68,494+11.8% |
| Participation rate | 93.5% | 61.1%+32.5pp | 69.5%+24.1pp | 67.9%+25.7pp |
| Annual return | -16.16% | -12.30%-3.9pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,707 | $1,505+13.4% | $2,413-29.3% | $2,596-34.3% |
| Participant deferral / active EE | $3,271 | $3,024+8.1% | $3,985-17.9% | $4,027-18.8% |
| Admin fee / account holder | $12,724 | $4,835+163.2% | $6,832+86.2% | $5,403+135.5% |