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 | $55,811 | $53,162+5.0% | $91,220-38.8% | $68,494-18.5% |
| Participation rate | 71.4% | 63.2%+8.2pp | 73.2%-1.8pp | 67.9%+3.5pp |
| Annual return | -18.37% | -3.14%-15.2pp | 114.01%-132.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $690 | $1,709-59.7% | $2,850-75.8% | $2,596-73.4% |
| Participant deferral / active EE | $1,804 | $2,974-39.3% | $4,234-57.4% | $4,027-55.2% |
| Admin fee / account holder | $2,911 | $4,493-35.2% | $5,420-46.3% | $5,403-46.1% |