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 | $40,021 | $25,979+54.1% | $71,735-44.2% | $68,494-41.6% |
| Participation rate | 73.0% | 54.5%+18.5pp | 62.3%+10.7pp | 67.9%+5.1pp |
| Annual return | -7.31% | -15.10%+7.8pp | 9.14%-16.4pp | -7.84%+0.5pp |
| Employer contribution / active EE | $3,657 | $900+306.1% | $1,704+114.6% | $2,596+40.9% |
| Participant deferral / active EE | $5,342 | $1,522+250.9% | $2,658+101.0% | $4,027+32.6% |
| Admin fee / account holder | $3,827 | $2,022+89.3% | $3,974-3.7% | $5,403-29.2% |