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 | $77,679 | $72,177+7.6% | $115,037-32.5% | $59,632+30.3% |
| Participation rate | 77.8% | 72.6%+5.2pp | 81.4%-3.6pp | 68.7%+9.1pp |
| Annual return | -0.66% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,528 | $2,841-46.2% | $4,608-66.8% | $2,203-30.6% |
| Participant deferral / active EE | $4,383 | $4,783-8.4% | $6,026-27.3% | $3,192+37.3% |
| Admin fee / account holder | $5,867 | $4,927+19.1% | $8,175-28.2% | $4,297+36.5% |