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 5-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 | $93,081 | $59,805+55.6% | $79,550+17.0% | $68,494+35.9% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.5%+14.5pp | 67.9%+16.1pp |
| Annual return | -13.12% | -12.30%-0.8pp | 0.16%-13.3pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,434 | $1,505-4.7% | $2,413-40.6% | $2,596-44.8% |
| Participant deferral / active EE | $4,880 | $3,024+61.4% | $3,985+22.5% | $4,027+21.2% |
| Admin fee / account holder | $2,347 | $4,835-51.5% | $6,832-65.7% | $5,403-56.6% |