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 | $75,132 | $59,805+25.6% | $79,550-5.6% | $68,494+9.7% |
| Participation rate | 70.7% | 61.1%+9.7pp | 69.5%+1.2pp | 67.9%+2.8pp |
| Annual return | -9.80% | -12.30%+2.5pp | 0.16%-10.0pp | -7.84%-2.0pp |
| Employer contribution / active EE | $2,722 | $1,505+80.8% | $2,413+12.8% | $2,596+4.8% |
| Participant deferral / active EE | $5,289 | $3,024+74.9% | $3,985+32.7% | $4,027+31.3% |
| Admin fee / account holder | $6,046 | $4,835+25.0% | $6,832-11.5% | $5,403+11.9% |