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 | $61,423 | $53,162+15.5% | $91,220-32.7% | $68,494-10.3% |
| Participation rate | 84.6% | 63.2%+21.4pp | 73.2%+11.4pp | 67.9%+16.7pp |
| Annual return | -17.25% | -3.14%-14.1pp | 114.01%-131.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $4,737 | $1,709+177.1% | $2,850+66.2% | $2,596+82.4% |
| Participant deferral / active EE | $3,027 | $2,974+1.8% | $4,234-28.5% | $4,027-24.8% |
| Admin fee / account holder | $1,451 | $4,493-67.7% | $5,420-73.2% | $5,403-73.1% |