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 | $59,083 | $53,162+11.1% | $91,220-35.2% | $68,494-13.7% |
| Participation rate | 92.1% | 63.2%+28.9pp | 73.2%+18.9pp | 67.9%+24.2pp |
| Annual return | -13.95% | -3.14%-10.8pp | 114.01%-128.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,493 | $1,709-12.7% | $2,850-47.6% | $2,596-42.5% |
| Participant deferral / active EE | $4,230 | $2,974+42.2% | $4,234-0.1% | $4,027+5.0% |
| Admin fee / account holder | $2,769 | $4,493-38.4% | $5,420-48.9% | $5,403-48.7% |