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 | $71,805 | $59,805+20.1% | $79,550-9.7% | $68,494+4.8% |
| Participation rate | 73.6% | 61.1%+12.5pp | 69.5%+4.1pp | 67.9%+5.7pp |
| Annual return | -13.60% | -12.30%-1.3pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,303 | $1,505-13.4% | $2,413-46.0% | $2,596-49.8% |
| Participant deferral / active EE | $3,125 | $3,024+3.3% | $3,985-21.6% | $4,027-22.4% |
| Admin fee / account holder | $11,453 | $4,835+136.9% | $6,832+67.6% | $5,403+112.0% |