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 | $69,092 | $81,900-15.6% | $119,609-42.2% | $68,494+0.9% |
| Participation rate | 75.3% | 71.9%+3.4pp | 79.3%-4.0pp | 67.9%+7.4pp |
| Annual return | -18.22% | -23.82%+5.6pp | -14.97%-3.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,463 | $2,693-45.7% | $4,232-65.4% | $2,596-43.6% |
| Participant deferral / active EE | $8,313 | $4,148+100.4% | $5,602+48.4% | $4,027+106.4% |
| Admin fee / account holder | $4,160 | $6,582-36.8% | $10,323-59.7% | $5,403-23.0% |