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 | $74,395 | $45,863+62.2% | $77,024-3.4% | $68,494+8.6% |
| Participation rate | 82.2% | 55.9%+26.3pp | 67.9%+14.3pp | 67.9%+14.3pp |
| Annual return | -17.26% | 1.72%-19.0pp | 42.32%-59.6pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,472 | $1,650-10.8% | $2,812-47.7% | $2,596-43.3% |
| Participant deferral / active EE | $4,436 | $2,962+49.8% | $4,426+0.2% | $4,027+10.2% |
| Admin fee / account holder | $21,980 | $3,041+622.9% | $5,425+305.1% | $5,403+306.8% |