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 5-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 | $77,584 | $59,805+29.7% | $79,550-2.5% | $68,494+13.3% |
| Participation rate | 85.7% | 61.1%+24.6pp | 69.5%+16.2pp | 67.9%+17.8pp |
| Annual return | -18.53% | -12.30%-6.2pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,832 | $1,505+21.8% | $2,413-24.1% | $2,596-29.4% |
| Participant deferral / active EE | $3,111 | $3,024+2.9% | $3,985-21.9% | $4,027-22.8% |
| Admin fee / account holder | $725 | $4,835-85.0% | $6,832-89.4% | $5,403-86.6% |