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 | $83,961 | $73,004+15.0% | $90,749-7.5% | $68,494+22.6% |
| Participation rate | 89.7% | 70.8%+18.8pp | 75.7%+14.0pp | 67.9%+21.8pp |
| Annual return | -14.75% | -13.81%-0.9pp | -12.16%-2.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,819 | $2,193+28.6% | $2,921-3.5% | $2,596+8.6% |
| Participant deferral / active EE | $4,930 | $3,627+35.9% | $4,564+8.0% | $4,027+22.4% |
| Admin fee / account holder | $25,442 | $5,896+331.5% | $8,445+201.3% | $5,403+370.9% |