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 | $69,627 | $64,707+7.6% | $112,228-38.0% | $68,494+1.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -14.67% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,996 | $2,746+9.1% | $3,635-17.6% | $2,596+15.4% |
| Participant deferral / active EE | $2,065 | $3,565-42.1% | $4,728-56.3% | $4,027-48.7% |
| Admin fee / account holder | $2,848 | $5,232-45.6% | $6,410-55.6% | $5,403-47.3% |