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 | $74,661 | $59,805+24.8% | $79,550-6.1% | $68,494+9.0% |
| Participation rate | 86.9% | 61.1%+25.8pp | 69.5%+17.4pp | 67.9%+19.0pp |
| Annual return | -1.16% | -12.30%+11.1pp | 0.16%-1.3pp | -7.84%+6.7pp |
| Employer contribution / active EE | $3,614 | $1,505+140.1% | $2,413+49.8% | $2,596+39.2% |
| Participant deferral / active EE | $3,297 | $3,024+9.0% | $3,985-17.3% | $4,027-18.1% |
| Admin fee / account holder | $20,581 | $4,835+325.7% | $6,832+201.2% | $5,403+280.9% |