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 | $57,874 | $56,357+2.7% | $104,294-44.5% | $68,494-15.5% |
| Participation rate | 84.6% | 63.3%+21.4pp | 73.3%+11.4pp | 67.9%+16.7pp |
| Annual return | -16.14% | -9.19%-6.9pp | 24.61%-40.7pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,067 | $1,960-45.6% | $3,372-68.4% | $2,596-58.9% |
| Participant deferral / active EE | $3,259 | $3,077+5.9% | $4,625-29.5% | $4,027-19.1% |
| Admin fee / account holder | $701 | $4,903-85.7% | $7,339-90.4% | $5,403-87.0% |