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 | $59,042 | $54,350+8.6% | $82,719-28.6% | $68,494-13.8% |
| Participation rate | 71.4% | 63.9%+7.5pp | 72.6%-1.1pp | 67.9%+3.5pp |
| Annual return | -16.40% | -13.67%-2.7pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,954 | $2,218-11.9% | $3,009-35.1% | $2,596-24.7% |
| Participant deferral / active EE | $2,267 | $3,246-30.2% | $4,395-48.4% | $4,027-43.7% |
| Admin fee / account holder | $1,802 | $4,395-59.0% | $5,329-66.2% | $5,403-66.6% |