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 | $69,724 | $54,229+28.6% | $70,092-0.5% | $68,494+1.8% |
| Participation rate | 84.2% | 64.5%+19.7pp | 70.5%+13.7pp | 67.9%+16.3pp |
| Annual return | -16.13% | -13.87%-2.3pp | 190.73%-206.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,753 | $2,018-13.2% | $2,559-31.5% | $2,596-32.5% |
| Participant deferral / active EE | $4,114 | $2,956+39.2% | $3,849+6.9% | $4,027+2.2% |
| Admin fee / account holder | $761 | $4,694-83.8% | $6,267-87.9% | $5,403-85.9% |