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 | $70,971 | $72,607-2.3% | $90,749-21.8% | $66,914+6.1% |
| Participation rate | 84.9% | 73.7%+11.2pp | 75.7%+9.2pp | 69.8%+15.1pp |
| Annual return | -15.20% | -12.28%-2.9pp | -12.16%-3.0pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,398 | $2,369+1.3% | $2,921-17.9% | $2,544-5.7% |
| Participant deferral / active EE | $4,549 | $3,977+14.4% | $4,564-0.3% | $4,237+7.4% |
| Admin fee / account holder | $1,389 | $707+96.4% | $8,445-83.6% | $593+134.1% |