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 | $69,398 | $64,707+7.2% | $112,228-38.2% | $68,494+1.3% |
| Participation rate | 97.0% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.1pp |
| Annual return | -17.38% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,615 | $2,746-41.2% | $3,635-55.6% | $2,596-37.8% |
| Participant deferral / active EE | $5,130 | $3,565+43.9% | $4,728+8.5% | $4,027+27.4% |
| Admin fee / account holder | $3,048 | $5,232-41.7% | $6,410-52.4% | $5,403-43.6% |