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 | $91,772 | $54,229+69.2% | $70,092+30.9% | $68,494+34.0% |
| Participation rate | 96.3% | 64.5%+31.8pp | 70.5%+25.8pp | 67.9%+28.4pp |
| Annual return | -15.63% | -13.87%-1.8pp | 190.73%-206.4pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,639 | $2,018-18.8% | $2,559-36.0% | $2,596-36.9% |
| Participant deferral / active EE | $1,898 | $2,956-35.8% | $3,849-50.7% | $4,027-52.9% |
| Admin fee / account holder | $8,252 | $4,694+75.8% | $6,267+31.7% | $5,403+52.7% |