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 | $77,337 | $48,265+60.2% | $68,791+12.4% | $68,494+12.9% |
| Participation rate | 76.5% | 60.7%+15.8pp | 69.0%+7.4pp | 67.9%+8.6pp |
| Annual return | -11.24% | -12.71%+1.5pp | -6.38%-4.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $511 | $1,829-72.1% | $2,655-80.8% | $2,596-80.3% |
| Participant deferral / active EE | $5,040 | $2,867+75.8% | $3,941+27.9% | $4,027+25.2% |
| Admin fee / account holder | $1,427 | $4,355-67.2% | $4,932-71.1% | $5,403-73.6% |