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 | $82,417 | $59,805+37.8% | $79,550+3.6% | $68,494+20.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.07% | -12.30%-1.8pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,261 | $1,505+50.3% | $2,413-6.3% | $2,596-12.9% |
| Participant deferral / active EE | $5,574 | $3,024+84.3% | $3,985+39.9% | $4,027+38.4% |
| Admin fee / account holder | $2,541 | $4,835-47.4% | $6,832-62.8% | $5,403-53.0% |