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 | $66,304 | $64,707+2.5% | $112,228-40.9% | $68,494-3.2% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -17.18% | -11.40%-5.8pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,492 | $2,746-45.7% | $3,635-59.0% | $2,596-42.5% |
| Participant deferral / active EE | $4,249 | $3,565+19.2% | $4,728-10.1% | $4,027+5.5% |
| Admin fee / account holder | $704 | $5,232-86.6% | $6,410-89.0% | $5,403-87.0% |