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 | $67,495 | $64,707+4.3% | $112,228-39.9% | $68,494-1.5% |
| Participation rate | 72.7% | 67.2%+5.6pp | 75.1%-2.3pp | 67.9%+4.8pp |
| Annual return | -17.45% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $887 | $2,746-67.7% | $3,635-75.6% | $2,596-65.8% |
| Participant deferral / active EE | $3,566 | $3,5650% | $4,728-24.6% | $4,027-11.4% |
| Admin fee / account holder | $11,067 | $5,232+111.5% | $6,410+72.7% | $5,403+104.8% |