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 | $61,516 | $54,229+13.4% | $70,092-12.2% | $68,494-10.2% |
| Participation rate | 70.5% | 64.5%+6.0pp | 70.5%0pp | 67.9%+2.6pp |
| Annual return | -16.51% | -13.87%-2.6pp | 190.73%-207.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,044 | $2,018+1.3% | $2,559-20.1% | $2,596-21.3% |
| Participant deferral / active EE | $4,124 | $2,956+39.5% | $3,849+7.2% | $4,027+2.4% |
| Admin fee / account holder | $1,075 | $4,694-77.1% | $6,267-82.8% | $5,403-80.1% |