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 | $66,759 | $42,894+55.6% | $60,874+9.7% | $68,494-2.5% |
| Participation rate | 89.7% | 66.8%+23.0pp | 73.1%+16.6pp | 67.9%+21.9pp |
| Annual return | -15.20% | -13.98%-1.2pp | 16.90%-32.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,829 | $1,978+43.0% | $2,701+4.7% | $2,596+8.9% |
| Participant deferral / active EE | $3,114 | $2,867+8.6% | $3,817-18.4% | $4,027-22.7% |
| Admin fee / account holder | $3,086 | $3,101-0.5% | $3,224-4.3% | $5,403-42.9% |