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 | $66,136 | $59,805+10.6% | $79,550-16.9% | $68,494-3.4% |
| Participation rate | 87.7% | 61.1%+26.7pp | 69.5%+18.2pp | 67.9%+19.8pp |
| Annual return | -14.59% | -12.30%-2.3pp | 0.16%-14.8pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,626 | $1,505+74.5% | $2,413+8.8% | $2,596+1.1% |
| Participant deferral / active EE | $6,721 | $3,024+122.2% | $3,985+68.7% | $4,027+66.9% |
| Admin fee / account holder | $6,010 | $4,835+24.3% | $6,832-12.0% | $5,403+11.2% |