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 | $65,121 | $48,265+34.9% | $68,791-5.3% | $68,494-4.9% |
| Participation rate | 81.8% | 60.7%+21.1pp | 69.0%+12.8pp | 67.9%+13.9pp |
| Annual return | -16.71% | -12.71%-4.0pp | -6.38%-10.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $4,233 | $1,829+131.5% | $2,655+59.4% | $2,596+63.1% |
| Participant deferral / active EE | $3,211 | $2,867+12.0% | $3,941-18.5% | $4,027-20.3% |
| Admin fee / account holder | $32,007 | $4,355+634.9% | $4,932+549.0% | $5,403+492.4% |