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 | $55,722 | $48,265+15.4% | $68,791-19.0% | $68,494-18.6% |
| Participation rate | 74.3% | 60.7%+13.6pp | 69.0%+5.3pp | 67.9%+6.4pp |
| Annual return | -10.98% | -12.71%+1.7pp | -6.38%-4.6pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,552 | $1,829-15.1% | $2,655-41.5% | $2,596-40.2% |
| Participant deferral / active EE | $3,581 | $2,867+24.9% | $3,941-9.1% | $4,027-11.1% |
| Admin fee / account holder | $18,540 | $4,355+325.7% | $4,932+275.9% | $5,403+243.2% |