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 | $74,245 | $72,404+2.5% | $110,238-32.7% | $64,186+15.7% |
| Participation rate | 90.6% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.1pp |
| Annual return | -3.95% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,202 | $2,282+40.3% | $3,826-16.3% | $2,381+34.5% |
| Participant deferral / active EE | $5,673 | $3,469+63.5% | $4,672+21.4% | $3,470+63.5% |
| Admin fee / account holder | $3,488 | $5,664-38.4% | $8,547-59.2% | $4,888-28.6% |