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 | $99,356 | $64,707+53.5% | $112,228-11.5% | $68,494+45.1% |
| Participation rate | 76.0% | 67.2%+8.8pp | 75.1%+0.9pp | 67.9%+8.1pp |
| Annual return | -16.50% | -11.40%-5.1pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $705 | $2,746-74.3% | $3,635-80.6% | $2,596-72.9% |
| Participant deferral / active EE | $6,894 | $3,565+93.4% | $4,728+45.8% | $4,027+71.2% |
| Admin fee / account holder | $3,414 | $5,232-34.8% | $6,410-46.7% | $5,403-36.8% |