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 | $95,120 | $59,805+59.1% | $79,550+19.6% | $68,494+38.9% |
| Participation rate | 98.6% | 61.1%+37.5pp | 69.5%+29.1pp | 67.9%+30.7pp |
| Annual return | -17.60% | -12.30%-5.3pp | 0.16%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,039 | $1,505+168.4% | $2,413+67.4% | $2,596+55.6% |
| Participant deferral / active EE | $6,081 | $3,024+101.1% | $3,985+52.6% | $4,027+51.0% |
| Admin fee / account holder | $2,054 | $4,835-57.5% | $6,832-69.9% | $5,403-62.0% |