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 | $69,794 | $46,674+49.5% | $117,472-40.6% | $68,494+1.9% |
| Participation rate | 71.7% | 56.8%+15.0pp | 70.6%+1.2pp | 67.9%+3.9pp |
| Annual return | -19.08% | -14.52%-4.6pp | 29.74%-48.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,722 | $1,505+147.3% | $4,176-10.9% | $2,596+43.3% |
| Participant deferral / active EE | $4,984 | $2,636+89.1% | $4,070+22.5% | $4,027+23.8% |
| Admin fee / account holder | $5,856 | $4,020+45.7% | $5,645+3.7% | $5,403+8.4% |