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 | $69,471 | $59,805+16.2% | $79,550-12.7% | $68,494+1.4% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.5%+0.5pp | 67.9%+2.1pp |
| Annual return | -16.03% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $587 | $1,505-61.0% | $2,413-75.7% | $2,596-77.4% |
| Participant deferral / active EE | $4,332 | $3,024+43.2% | $3,985+8.7% | $4,027+7.6% |
| Admin fee / account holder | $7,971 | $4,835+64.9% | $6,832+16.7% | $5,403+47.5% |