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 | $82,192 | $59,805+37.4% | $79,550+3.3% | $68,494+20.0% |
| Participation rate | 82.3% | 61.1%+21.2pp | 69.5%+12.8pp | 67.9%+14.4pp |
| Annual return | -15.87% | -12.30%-3.6pp | 0.16%-16.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,041 | $1,505+234.9% | $2,413+108.9% | $2,596+94.2% |
| Participant deferral / active EE | $3,921 | $3,024+29.6% | $3,985-1.6% | $4,027-2.6% |
| Admin fee / account holder | $6,601 | $4,835+36.5% | $6,832-3.4% | $5,403+22.2% |