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 | $58,691 | $45,863+28.0% | $77,024-23.8% | $68,494-14.3% |
| Participation rate | 72.1% | 55.9%+16.1pp | 67.9%+4.2pp | 67.9%+4.2pp |
| Annual return | -17.11% | 1.72%-18.8pp | 42.32%-59.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,455 | $1,650-11.8% | $2,812-48.3% | $2,596-44.0% |
| Participant deferral / active EE | $5,107 | $2,962+72.4% | $4,426+15.4% | $4,027+26.8% |
| Admin fee / account holder | $524 | $3,041-82.8% | $5,425-90.3% | $5,403-90.3% |