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 | $77,580 | $59,805+29.7% | $79,550-2.5% | $68,494+13.3% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.5%+9.1pp | 67.9%+10.7pp |
| Annual return | -13.03% | -12.30%-0.7pp | 0.16%-13.2pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,039 | $1,505-30.9% | $2,413-56.9% | $2,596-60.0% |
| Participant deferral / active EE | $4,154 | $3,024+37.3% | $3,985+4.2% | $4,027+3.1% |
| Admin fee / account holder | $9,624 | $4,835+99.1% | $6,832+40.9% | $5,403+78.1% |