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 | $66,449 | $59,805+11.1% | $79,550-16.5% | $68,494-3.0% |
| Participation rate | 97.4% | 61.1%+36.4pp | 69.5%+27.9pp | 67.9%+29.5pp |
| Annual return | -14.19% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,360 | $1,505+56.8% | $2,413-2.2% | $2,596-9.1% |
| Participant deferral / active EE | $3,773 | $3,024+24.8% | $3,985-5.3% | $4,027-6.3% |
| Admin fee / account holder | $1,326 | $4,835-72.6% | $6,832-80.6% | $5,403-75.5% |