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 | $71,710 | $59,805+19.9% | $79,550-9.9% | $68,494+4.7% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | -14.70% | -12.30%-2.4pp | 0.16%-14.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $887 | $1,505-41.1% | $2,413-63.3% | $2,596-65.9% |
| Participant deferral / active EE | $4,370 | $3,024+44.5% | $3,985+9.7% | $4,027+8.5% |
| Admin fee / account holder | $48,072 | $4,835+894.3% | $6,832+603.6% | $5,403+789.8% |