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 | $66,123 | $48,265+37.0% | $68,791-3.9% | $68,494-3.5% |
| Participation rate | 72.2% | 60.7%+11.5pp | 69.0%+3.2pp | 67.9%+4.3pp |
| Annual return | -18.42% | -12.71%-5.7pp | -6.38%-12.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,564 | $1,829-14.5% | $2,655-41.1% | $2,596-39.8% |
| Participant deferral / active EE | $3,140 | $2,867+9.5% | $3,941-20.3% | $4,027-22.0% |
| Admin fee / account holder | $7,019 | $4,355+61.2% | $4,932+42.3% | $5,403+29.9% |