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 | $70,260 | $48,265+45.6% | $68,791+2.1% | $68,494+2.6% |
| Participation rate | 82.3% | 60.7%+21.6pp | 69.0%+13.2pp | 67.9%+14.4pp |
| Annual return | -15.03% | -12.71%-2.3pp | -6.38%-8.6pp | -7.84%-7.2pp |
| Employer contribution / active EE | $2,593 | $1,829+41.8% | $2,655-2.4% | $2,596-0.1% |
| Participant deferral / active EE | $4,160 | $2,867+45.1% | $3,941+5.6% | $4,027+3.3% |
| Admin fee / account holder | $7,608 | $4,355+74.7% | $4,932+54.3% | $5,403+40.8% |