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 | $64,978 | $64,871+0.2% | $129,110-49.7% | $66,914-2.9% |
| Participation rate | 95.0% | 74.0%+21.0pp | 77.3%+17.7pp | 69.8%+25.2pp |
| Annual return | -13.96% | -12.21%-1.8pp | -10.94%-3.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,713 | $3,741-27.5% | $5,052-46.3% | $2,544+6.6% |
| Participant deferral / active EE | $7,632 | $5,090+50.0% | $6,542+16.7% | $4,237+80.1% |
| Admin fee / account holder | $6,183 | $629+883.0% | $14,302-56.8% | $593+942.3% |