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 | $72,852 | $46,674+56.1% | $117,472-38.0% | $68,494+6.4% |
| Participation rate | 80.6% | 56.8%+23.8pp | 70.6%+10.0pp | 67.9%+12.7pp |
| Annual return | -17.09% | -14.52%-2.6pp | 29.74%-46.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,132 | $1,505+108.2% | $4,176-25.0% | $2,596+20.6% |
| Participant deferral / active EE | $4,767 | $2,636+80.8% | $4,070+17.1% | $4,027+18.4% |
| Admin fee / account holder | $322 | $4,020-92.0% | $5,645-94.3% | $5,403-94.0% |