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 | $90,817 | $64,707+40.4% | $112,228-19.1% | $68,494+32.6% |
| Participation rate | 98.3% | 67.2%+31.1pp | 75.1%+23.2pp | 67.9%+30.4pp |
| Annual return | -15.92% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,047 | $2,746+47.4% | $3,635+11.3% | $2,596+55.9% |
| Participant deferral / active EE | $4,023 | $3,565+12.8% | $4,728-14.9% | $4,027-0.1% |
| Admin fee / account holder | $4,424 | $5,232-15.4% | $6,410-31.0% | $5,403-18.1% |