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 | $78,975 | $59,805+32.1% | $79,550-0.7% | $68,494+15.3% |
| Participation rate | 94.4% | 61.1%+33.4pp | 69.5%+25.0pp | 67.9%+26.6pp |
| Annual return | -16.35% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,993 | $1,505+32.4% | $2,413-17.4% | $2,596-23.2% |
| Participant deferral / active EE | $5,189 | $3,024+71.6% | $3,985+30.2% | $4,027+28.9% |
| Admin fee / account holder | $6,761 | $4,835+39.9% | $6,832-1.0% | $5,403+25.1% |