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 9-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 | $53,800 | $46,674+15.3% | $117,472-54.2% | $68,494-21.5% |
| Participation rate | 89.0% | 56.8%+32.2pp | 70.6%+18.4pp | 67.9%+21.1pp |
| Annual return | -15.57% | -14.52%-1.1pp | 29.74%-45.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,036 | $1,505+35.3% | $4,176-51.2% | $2,596-21.6% |
| Participant deferral / active EE | $3,509 | $2,636+33.1% | $4,070-13.8% | $4,027-12.9% |
| Admin fee / account holder | $1,585 | $4,020-60.6% | $5,645-71.9% | $5,403-70.7% |