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 | $60,628 | $81,900-26.0% | $119,609-49.3% | $68,494-11.5% |
| Participation rate | 78.1% | 71.9%+6.2pp | 79.3%-1.2pp | 67.9%+10.2pp |
| Annual return | -13.44% | -23.82%+10.4pp | -14.97%+1.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $4,205 | $2,693+56.1% | $4,232-0.6% | $2,596+62.0% |
| Participant deferral / active EE | $8,136 | $4,148+96.2% | $5,602+45.2% | $4,027+102.0% |
| Admin fee / account holder | $15,176 | $6,582+130.6% | $10,323+47.0% | $5,403+180.9% |