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 | $50,793 | $45,863+10.7% | $77,024-34.1% | $68,494-25.8% |
| Participation rate | 96.9% | 55.9%+41.0pp | 67.9%+29.0pp | 67.9%+29.0pp |
| Annual return | -14.49% | 1.72%-16.2pp | 42.32%-56.8pp | -7.84%-6.6pp |
| Employer contribution / active EE | $2,549 | $1,650+54.5% | $2,812-9.4% | $2,596-1.8% |
| Participant deferral / active EE | $4,086 | $2,962+37.9% | $4,426-7.7% | $4,027+1.5% |
| Admin fee / account holder | $7,356 | $3,041+141.9% | $5,425+35.6% | $5,403+36.2% |