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 | $65,829 | $64,707+1.7% | $112,228-41.3% | $68,494-3.9% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -16.83% | -11.40%-5.4pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,397 | $2,746-12.7% | $3,635-34.1% | $2,596-7.7% |
| Participant deferral / active EE | $7,044 | $3,565+97.6% | $4,728+49.0% | $4,027+74.9% |
| Admin fee / account holder | $806 | $5,232-84.6% | $6,410-87.4% | $5,403-85.1% |