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 | $67,760 | $56,357+20.2% | $104,294-35.0% | $68,494-1.1% |
| Participation rate | 89.6% | 63.3%+26.3pp | 73.3%+16.3pp | 67.9%+21.7pp |
| Annual return | -13.78% | -9.19%-4.6pp | 24.61%-38.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,461 | $1,960+25.5% | $3,372-27.0% | $2,596-5.2% |
| Participant deferral / active EE | $3,689 | $3,077+19.9% | $4,625-20.2% | $4,027-8.4% |
| Admin fee / account holder | $3,248 | $4,903-33.8% | $7,339-55.8% | $5,403-39.9% |