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 | $95,274 | $72,404+31.6% | $110,238-13.6% | $64,186+48.4% |
| Participation rate | 73.5% | 73.3%+0.1pp | 79.8%-6.4pp | 69.6%+3.9pp |
| Annual return | -2.13% | -6.29%+4.2pp | 314.74%-316.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,569 | $2,282-31.2% | $3,826-59.0% | $2,381-34.1% |
| Participant deferral / active EE | $5,276 | $3,469+52.1% | $4,672+12.9% | $3,470+52.1% |
| Admin fee / account holder | $6,036 | $5,664+6.6% | $8,547-29.4% | $4,888+23.5% |