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 | $73,539 | $59,805+23.0% | $79,550-7.6% | $68,494+7.4% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.5%+9.1pp | 67.9%+10.7pp |
| Annual return | -18.91% | -12.30%-6.6pp | 0.16%-19.1pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,269 | $1,505+50.8% | $2,413-6.0% | $2,596-12.6% |
| Participant deferral / active EE | $6,325 | $3,024+109.2% | $3,985+58.7% | $4,027+57.1% |
| Admin fee / account holder | $2,337 | $4,835-51.7% | $6,832-65.8% | $5,403-56.7% |