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 | $62,026 | $46,674+32.9% | $117,472-47.2% | $68,494-9.4% |
| Participation rate | 86.2% | 56.8%+29.4pp | 70.6%+15.6pp | 67.9%+18.3pp |
| Annual return | -16.65% | -14.52%-2.1pp | 29.74%-46.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,761 | $1,505+17.0% | $4,176-57.8% | $2,596-32.2% |
| Participant deferral / active EE | $5,572 | $2,636+111.4% | $4,070+36.9% | $4,027+38.4% |
| Admin fee / account holder | $4,532 | $4,020+12.7% | $5,645-19.7% | $5,403-16.1% |