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 | $118,095 | $59,805+97.5% | $79,550+48.5% | $68,494+72.4% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.5%+7.4pp | 67.9%+9.0pp |
| Annual return | -12.63% | -12.30%-0.3pp | 0.16%-12.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,357 | $1,505+56.6% | $2,413-2.3% | $2,596-9.2% |
| Participant deferral / active EE | $2,766 | $3,024-8.5% | $3,985-30.6% | $4,027-31.3% |
| Admin fee / account holder | $10,187 | $4,835+110.7% | $6,832+49.1% | $5,403+88.6% |