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 | $59,685 | $45,863+30.1% | $77,024-22.5% | $68,494-12.9% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | -18.75% | 1.72%-20.5pp | 42.32%-61.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,589 | $1,650-3.7% | $2,812-43.5% | $2,596-38.8% |
| Participant deferral / active EE | $3,630 | $2,962+22.6% | $4,426-18.0% | $4,027-9.9% |
| Admin fee / account holder | $2,343 | $3,041-22.9% | $5,425-56.8% | $5,403-56.6% |