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 | $65,427 | $54,229+20.6% | $70,092-6.7% | $68,494-4.5% |
| Participation rate | 96.2% | 64.5%+31.7pp | 70.5%+25.7pp | 67.9%+28.3pp |
| Annual return | -5.49% | -13.87%+8.4pp | 190.73%-196.2pp | -7.84%+2.4pp |
| Employer contribution / active EE | $2,301 | $2,018+14.0% | $2,559-10.1% | $2,596-11.4% |
| Participant deferral / active EE | $2,716 | $2,956-8.1% | $3,849-29.4% | $4,027-32.6% |
| Admin fee / account holder | $7,463 | $4,694+59.0% | $6,267+19.1% | $5,403+38.1% |