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 | $16,995 | $59,805-71.6% | $79,550-78.6% | $68,494-75.2% |
| Participation rate | 77.0% | 61.1%+16.0pp | 69.5%+7.6pp | 67.9%+9.2pp |
| Annual return | 6.99% | -12.30%+19.3pp | 0.16%+6.8pp | -7.84%+14.8pp |
| Employer contribution / active EE | $2,112 | $1,505+40.3% | $2,413-12.5% | $2,596-18.7% |
| Participant deferral / active EE | $4,827 | $3,024+59.6% | $3,985+21.1% | $4,027+19.9% |
| Admin fee / account holder | $1,661 | $4,835-65.6% | $6,832-75.7% | $5,403-69.3% |