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 | $84,441 | $59,805+41.2% | $79,550+6.1% | $68,494+23.3% |
| Participation rate | 86.0% | 61.1%+24.9pp | 69.5%+16.5pp | 67.9%+18.1pp |
| Annual return | -17.97% | -12.30%-5.7pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $4,000 | $1,505+165.8% | $2,413+65.8% | $2,596+54.1% |
| Participant deferral / active EE | $3,390 | $3,024+12.1% | $3,985-14.9% | $4,027-15.8% |
| Admin fee / account holder | $1,253 | $4,835-74.1% | $6,832-81.7% | $5,403-76.8% |