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 | $60,911 | $46,674+30.5% | $117,472-48.1% | $68,494-11.1% |
| Participation rate | 94.4% | 56.8%+37.7pp | 70.6%+23.9pp | 67.9%+26.6pp |
| Annual return | -15.79% | -14.52%-1.3pp | 29.74%-45.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,918 | $1,505+94.0% | $4,176-30.1% | $2,596+12.4% |
| Participant deferral / active EE | $2,745 | $2,636+4.1% | $4,070-32.6% | $4,027-31.8% |
| Admin fee / account holder | $10,463 | $4,020+160.3% | $5,645+85.4% | $5,403+93.7% |