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 | $60,059 | $45,863+31.0% | $77,024-22.0% | $68,494-12.3% |
| Participation rate | 97.4% | 55.9%+41.5pp | 67.9%+29.5pp | 67.9%+29.5pp |
| Annual return | -18.03% | 1.72%-19.7pp | 42.32%-60.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,691 | $1,650+63.1% | $2,812-4.3% | $2,596+3.6% |
| Participant deferral / active EE | $7,224 | $2,962+143.9% | $4,426+63.2% | $4,027+79.4% |
| Admin fee / account holder | $1,317 | $3,041-56.7% | $5,425-75.7% | $5,403-75.6% |