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 | $75,917 | $71,883+5.6% | $86,677-12.4% | $68,494+10.8% |
| Participation rate | 74.3% | 72.2%+2.0pp | 76.6%-2.3pp | 67.9%+6.4pp |
| Annual return | -17.80% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,024 | $2,173-52.9% | $2,836-63.9% | $2,596-60.5% |
| Participant deferral / active EE | $4,233 | $3,779+12.0% | $4,656-9.1% | $4,027+5.1% |
| Admin fee / account holder | $2,804 | $6,112-54.1% | $7,493-62.6% | $5,403-48.1% |