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 | $75,179 | $54,229+38.6% | $70,092+7.3% | $68,494+9.8% |
| Participation rate | 89.4% | 64.5%+24.9pp | 70.5%+18.9pp | 67.9%+21.5pp |
| Annual return | -15.71% | -13.87%-1.8pp | 190.73%-206.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,347 | $2,018-33.3% | $2,559-47.4% | $2,596-48.1% |
| Participant deferral / active EE | $6,489 | $2,956+119.6% | $3,849+68.6% | $4,027+61.1% |
| Admin fee / account holder | $1,268 | $4,694-73.0% | $6,267-79.8% | $5,403-76.5% |