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 | $64,779 | $59,107+9.6% | $86,436-25.1% | $68,494-5.4% |
| Participation rate | 96.5% | 75.2%+21.2pp | 80.3%+16.2pp | 67.9%+28.6pp |
| Annual return | -14.66% | -0.23%-14.4pp | 4394.89%-4409.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $853 | $2,519-66.1% | $3,769-77.4% | $2,596-67.2% |
| Participant deferral / active EE | $4,544 | $5,901-23.0% | $6,952-34.6% | $4,027+12.8% |
| Admin fee / account holder | $5,536 | $5,637-1.8% | $6,731-17.8% | $5,403+2.5% |