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 | $84,292 | $59,805+40.9% | $79,550+6.0% | $68,494+23.1% |
| Participation rate | 70.5% | 61.1%+9.4pp | 69.5%+1.0pp | 67.9%+2.6pp |
| Annual return | -15.80% | -12.30%-3.5pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $794 | $1,505-47.2% | $2,413-67.1% | $2,596-69.4% |
| Participant deferral / active EE | $2,877 | $3,024-4.9% | $3,985-27.8% | $4,027-28.6% |
| Admin fee / account holder | $4,282 | $4,835-11.4% | $6,832-37.3% | $5,403-20.7% |