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 | $70,446 | $42,894+64.2% | $60,874+15.7% | $68,494+2.8% |
| Participation rate | 87.1% | 66.8%+20.3pp | 73.1%+14.0pp | 67.9%+19.2pp |
| Annual return | -16.28% | -13.98%-2.3pp | 16.90%-33.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,039 | $1,978+3.1% | $2,701-24.5% | $2,596-21.5% |
| Participant deferral / active EE | $4,958 | $2,867+73.0% | $3,817+29.9% | $4,027+23.1% |
| Admin fee / account holder | $11,366 | $3,101+266.6% | $3,224+252.5% | $5,403+110.4% |