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 | $82,696 | $59,805+38.3% | $79,550+4.0% | $68,494+20.7% |
| Participation rate | 85.3% | 61.1%+24.2pp | 69.5%+15.8pp | 67.9%+17.4pp |
| Annual return | -13.49% | -12.30%-1.2pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,244 | $1,505+182.0% | $2,413+75.9% | $2,596+63.5% |
| Participant deferral / active EE | $4,531 | $3,024+49.8% | $3,985+13.7% | $4,027+12.5% |
| Admin fee / account holder | $2,816 | $4,835-41.8% | $6,832-58.8% | $5,403-47.9% |