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 | $59,124 | $56,357+4.9% | $104,294-43.3% | $68,494-13.7% |
| Participation rate | 86.1% | 63.3%+22.9pp | 73.3%+12.9pp | 67.9%+18.2pp |
| Annual return | -13.62% | -9.19%-4.4pp | 24.61%-38.2pp | -7.84%-5.8pp |
| Employer contribution / active EE | $881 | $1,960-55.0% | $3,372-73.9% | $2,596-66.1% |
| Participant deferral / active EE | $9,310 | $3,077+202.5% | $4,625+101.3% | $4,027+131.2% |
| Admin fee / account holder | $8,676 | $4,903+77.0% | $7,339+18.2% | $5,403+60.6% |