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 | $74,102 | $72,404+2.3% | $110,238-32.8% | $64,186+15.5% |
| Participation rate | 70.6% | 73.3%-2.7pp | 79.8%-9.2pp | 69.6%+1.0pp |
| Annual return | -6.55% | -6.29%-0.3pp | 314.74%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,098 | $2,282-8.0% | $3,826-45.2% | $2,381-11.9% |
| Participant deferral / active EE | $4,388 | $3,469+26.5% | $4,672-6.1% | $3,470+26.5% |
| Admin fee / account holder | $2,007 | $5,664-64.6% | $8,547-76.5% | $4,888-58.9% |