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 | $99,269 | $73,867+34.4% | $143,757-30.9% | $68,494+44.9% |
| Participation rate | 73.0% | 66.7%+6.3pp | 80.3%-7.3pp | 67.9%+5.1pp |
| Annual return | -15.04% | 1.01%-16.1pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,404 | $3,184+38.3% | $4,951-11.0% | $2,596+69.6% |
| Participant deferral / active EE | $5,313 | $3,384+57.0% | $5,637-5.7% | $4,027+31.9% |
| Admin fee / account holder | $621 | $5,755-89.2% | $14,673-95.8% | $5,403-88.5% |