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 | $76,362 | $59,805+27.7% | $79,550-4.0% | $68,494+11.5% |
| Participation rate | 89.5% | 61.1%+28.4pp | 69.5%+20.0pp | 67.9%+21.6pp |
| Annual return | -15.62% | -12.30%-3.3pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,889 | $1,505+25.5% | $2,413-21.7% | $2,596-27.3% |
| Participant deferral / active EE | $3,718 | $3,024+22.9% | $3,985-6.7% | $4,027-7.7% |
| Admin fee / account holder | $6,975 | $4,835+44.3% | $6,832+2.1% | $5,403+29.1% |