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 | $68,982 | $59,805+15.3% | $79,550-13.3% | $68,494+0.7% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.5%+7.4pp | 67.9%+9.0pp |
| Annual return | -17.15% | -12.30%-4.8pp | 0.16%-17.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,739 | $1,505+82.0% | $2,413+13.5% | $2,596+5.5% |
| Participant deferral / active EE | $5,450 | $3,024+80.2% | $3,985+36.8% | $4,027+35.3% |
| Admin fee / account holder | $10,930 | $4,835+126.1% | $6,832+60.0% | $5,403+102.3% |