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 | $81,168 | $59,805+35.7% | $79,550+2.0% | $68,494+18.5% |
| Participation rate | 81.0% | 61.1%+19.9pp | 69.5%+11.5pp | 67.9%+13.1pp |
| Annual return | -10.95% | -12.30%+1.4pp | 0.16%-11.1pp | -7.84%-3.1pp |
| Employer contribution / active EE | $2,888 | $1,505+91.9% | $2,413+19.7% | $2,596+11.3% |
| Participant deferral / active EE | $4,250 | $3,024+40.5% | $3,985+6.7% | $4,027+5.5% |
| Admin fee / account holder | $4,950 | $4,835+2.4% | $6,832-27.6% | $5,403-8.4% |