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 | $86,906 | $82,286+5.6% | $68,791+26.3% | $134,475-35.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -6.33% | -2.19%-4.1pp | -6.38%+0.1pp | 417.96%-424.3pp |
| Employer contribution / active EE | $2,439 | $3,301-26.1% | $2,655-8.2% | $4,740-48.6% |
| Participant deferral / active EE | $4,074 | $4,739-14.0% | $3,941+3.4% | $6,400-36.3% |
| Admin fee / account holder | $1,997 | $6,481-69.2% | $4,932-59.5% | $11,426-82.5% |