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 | $65,047 | $64,707+0.5% | $112,228-42.0% | $68,494-5.0% |
| Participation rate | 93.5% | 67.2%+26.4pp | 75.1%+18.5pp | 67.9%+25.7pp |
| Annual return | -17.31% | -11.40%-5.9pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,850 | $2,746+40.2% | $3,635+5.9% | $2,596+48.3% |
| Participant deferral / active EE | $4,398 | $3,565+23.4% | $4,728-7.0% | $4,027+9.2% |
| Admin fee / account holder | $19,706 | $5,232+276.6% | $6,410+207.4% | $5,403+264.7% |