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 | $86,296 | $59,805+44.3% | $79,550+8.5% | $68,494+26.0% |
| Participation rate | 71.3% | 61.1%+10.2pp | 69.5%+1.8pp | 67.9%+3.4pp |
| Annual return | -9.69% | -12.30%+2.6pp | 0.16%-9.9pp | -7.84%-1.8pp |
| Employer contribution / active EE | $2,226 | $1,505+47.9% | $2,413-7.7% | $2,596-14.3% |
| Participant deferral / active EE | $4,081 | $3,024+34.9% | $3,985+2.4% | $4,027+1.3% |
| Admin fee / account holder | $9,787 | $4,835+102.4% | $6,832+43.2% | $5,403+81.1% |