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 | $59,176 | $46,674+26.8% | $117,472-49.6% | $68,494-13.6% |
| Participation rate | 77.6% | 56.8%+20.8pp | 70.6%+7.0pp | 67.9%+9.7pp |
| Annual return | -18.97% | -14.52%-4.5pp | 29.74%-48.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $4,710 | $1,505+213.1% | $4,176+12.8% | $2,596+81.4% |
| Participant deferral / active EE | $4,360 | $2,636+65.4% | $4,070+7.1% | $4,027+8.3% |
| Admin fee / account holder | $4,708 | $4,020+17.1% | $5,645-16.6% | $5,403-12.9% |