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 | $67,702 | $72,404-6.5% | $110,238-38.6% | $64,186+5.5% |
| Participation rate | 86.2% | 73.3%+12.9pp | 79.8%+6.4pp | 69.6%+16.6pp |
| Annual return | -2.68% | -6.29%+3.6pp | 314.74%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,348 | $2,282-40.9% | $3,826-64.8% | $2,381-43.4% |
| Participant deferral / active EE | $2,126 | $3,469-38.7% | $4,672-54.5% | $3,470-38.7% |
| Admin fee / account holder | $53,864 | $5,664+850.9% | $8,547+530.2% | $4,888+1002.0% |