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 | $70,341 | $53,162+32.3% | $91,220-22.9% | $68,494+2.7% |
| Participation rate | 85.0% | 63.2%+21.8pp | 73.2%+11.8pp | 67.9%+17.1pp |
| Annual return | -13.44% | -3.14%-10.3pp | 114.01%-127.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $698 | $1,709-59.1% | $2,850-75.5% | $2,596-73.1% |
| Participant deferral / active EE | $4,693 | $2,974+57.8% | $4,234+10.9% | $4,027+16.5% |
| Admin fee / account holder | $8,378 | $4,493+86.5% | $5,420+54.6% | $5,403+55.1% |