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 | $58,358 | $59,805-2.4% | $79,550-26.6% | $68,494-14.8% |
| Participation rate | 79.2% | 61.1%+18.2pp | 69.5%+9.8pp | 67.9%+11.4pp |
| Annual return | -16.12% | -12.30%-3.8pp | 0.16%-16.3pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,919 | $1,505+27.5% | $2,413-20.5% | $2,596-26.1% |
| Participant deferral / active EE | $3,478 | $3,024+15.0% | $3,985-12.7% | $4,027-13.6% |
| Admin fee / account holder | $3,697 | $4,835-23.5% | $6,832-45.9% | $5,403-31.6% |