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 | $68,132 | $42,894+58.8% | $60,874+11.9% | $68,494-0.5% |
| Participation rate | 78.7% | 66.8%+11.9pp | 73.1%+5.6pp | 67.9%+10.8pp |
| Annual return | -7.81% | -13.98%+6.2pp | 16.90%-24.7pp | -7.84%0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,839 | $2,867+68.8% | $3,817+26.8% | $4,027+20.2% |
| Admin fee / account holder | $925 | $3,101-70.2% | $3,224-71.3% | $5,403-82.9% |