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 6-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 | $77,289 | $59,805+29.2% | $79,550-2.8% | $68,494+12.8% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.5%+6.4pp | 67.9%+8.0pp |
| Annual return | -16.66% | -12.30%-4.4pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,048 | $3,024+66.9% | $3,985+26.7% | $4,027+25.4% |
| Admin fee / account holder | $8,145 | $4,835+68.5% | $6,832+19.2% | $5,403+50.7% |