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 | $64,708 | $46,674+38.6% | $117,472-44.9% | $68,494-5.5% |
| Participation rate | 88.1% | 56.8%+31.3pp | 70.6%+17.5pp | 67.9%+20.2pp |
| Annual return | -15.27% | -14.52%-0.7pp | 29.74%-45.0pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,643 | $1,505+9.2% | $4,176-60.7% | $2,596-36.7% |
| Participant deferral / active EE | $5,551 | $2,636+110.6% | $4,070+36.4% | $4,027+37.8% |
| Admin fee / account holder | $3,467 | $4,020-13.8% | $5,645-38.6% | $5,403-35.8% |