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 | $53,005 | $42,894+23.6% | $60,874-12.9% | $68,494-22.6% |
| Participation rate | 87.5% | 66.8%+20.7pp | 73.1%+14.4pp | 67.9%+19.6pp |
| Annual return | -10.20% | -13.98%+3.8pp | 16.90%-27.1pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,414 | $1,978+22.0% | $2,701-10.6% | $2,596-7.0% |
| Participant deferral / active EE | $1,747 | $2,867-39.1% | $3,817-54.2% | $4,027-56.6% |
| Admin fee / account holder | $2,584 | $3,101-16.6% | $3,224-19.8% | $5,403-52.2% |