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 | $80,575 | $59,805+34.7% | $79,550+1.3% | $68,494+17.6% |
| Participation rate | 83.1% | 61.1%+22.0pp | 69.5%+13.6pp | 67.9%+15.2pp |
| Annual return | -11.49% | -12.30%+0.8pp | 0.16%-11.7pp | -7.84%-3.6pp |
| Employer contribution / active EE | $7,831 | $1,505+420.4% | $2,413+224.5% | $2,596+201.6% |
| Participant deferral / active EE | $6,267 | $3,024+107.2% | $3,985+57.2% | $4,027+55.6% |
| Admin fee / account holder | $18,082 | $4,835+274.0% | $6,832+164.7% | $5,403+234.7% |