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 | $74,918 | $56,357+32.9% | $104,294-28.2% | $68,494+9.4% |
| Participation rate | 76.5% | 63.3%+13.2pp | 73.3%+3.2pp | 67.9%+8.6pp |
| Annual return | -18.70% | -9.19%-9.5pp | 24.61%-43.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,476 | $1,960+77.4% | $3,372+3.1% | $2,596+33.9% |
| Participant deferral / active EE | $5,567 | $3,077+80.9% | $4,625+20.4% | $4,027+38.2% |
| Admin fee / account holder | $2,378 | $4,903-51.5% | $7,339-67.6% | $5,403-56.0% |