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 | $76,930 | $54,350+41.5% | $82,719-7.0% | $68,494+12.3% |
| Participation rate | 71.4% | 63.9%+7.5pp | 72.6%-1.1pp | 67.9%+3.5pp |
| Annual return | -13.99% | -13.67%-0.3pp | 701.18%-715.2pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,656 | $2,218+19.7% | $3,009-11.7% | $2,596+2.3% |
| Participant deferral / active EE | $1,785 | $3,246-45.0% | $4,395-59.4% | $4,027-55.7% |
| Admin fee / account holder | $2,812 | $4,395-36.0% | $5,329-47.2% | $5,403-47.9% |