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 | $63,427 | $72,177-12.1% | $115,037-44.9% | $59,632+6.4% |
| Participation rate | 86.7% | 72.6%+14.1pp | 81.4%+5.3pp | 68.7%+18.0pp |
| Annual return | -0.31% | 12.02%-12.3pp | 26.14%-26.5pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,124 | $2,841-25.2% | $4,608-53.9% | $2,203-3.6% |
| Participant deferral / active EE | $3,299 | $4,783-31.0% | $6,026-45.3% | $3,192+3.4% |
| Admin fee / account holder | $1,592 | $4,927-67.7% | $8,175-80.5% | $4,297-62.9% |