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 | $91,326 | $48,265+89.2% | $68,791+32.8% | $68,494+33.3% |
| Participation rate | 77.8% | 60.7%+17.1pp | 69.0%+8.8pp | 67.9%+9.9pp |
| Annual return | -17.62% | -12.71%-4.9pp | -6.38%-11.2pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,483 | $1,829-18.9% | $2,655-44.2% | $2,596-42.9% |
| Participant deferral / active EE | $2,948 | $2,867+2.8% | $3,941-25.2% | $4,027-26.8% |
| Admin fee / account holder | $5,323 | $4,355+22.2% | $4,932+7.9% | $5,403-1.5% |