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 | $69,438 | $69,010+0.6% | $159,960-56.6% | $68,494+1.4% |
| Participation rate | 82.1% | 65.4%+16.6pp | 78.0%+4.1pp | 67.9%+14.2pp |
| Annual return | -12.44% | -9.65%-2.8pp | 408.60%-421.0pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,081 | $2,213-6.0% | $4,226-50.8% | $2,596-19.8% |
| Participant deferral / active EE | $3,258 | $4,212-22.6% | $6,182-47.3% | $4,027-19.1% |
| Admin fee / account holder | $2,992 | $4,798-37.6% | $8,698-65.6% | $5,403-44.6% |