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 | $80,971 | $59,805+35.4% | $79,550+1.8% | $68,494+18.2% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | -11.88% | -12.30%+0.4pp | 0.16%-12.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,250 | $1,505-16.9% | $2,413-48.2% | $2,596-51.9% |
| Participant deferral / active EE | $4,279 | $3,024+41.5% | $3,985+7.4% | $4,027+6.3% |
| Admin fee / account holder | $1,090 | $4,835-77.5% | $6,832-84.1% | $5,403-79.8% |