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 | $97,380 | $59,805+62.8% | $79,550+22.4% | $68,494+42.2% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.5%+2.4pp | 67.9%+4.0pp |
| Annual return | -16.88% | -12.30%-4.6pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,629 | $1,505+8.2% | $2,413-32.5% | $2,596-37.3% |
| Participant deferral / active EE | $5,241 | $3,024+73.3% | $3,985+31.5% | $4,027+30.1% |
| Admin fee / account holder | $4,724 | $4,835-2.3% | $6,832-30.9% | $5,403-12.6% |