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 | $64,639 | $59,107+9.4% | $86,436-25.2% | $68,494-5.6% |
| Participation rate | 82.5% | 75.2%+7.3pp | 80.3%+2.2pp | 67.9%+14.6pp |
| Annual return | -17.25% | -0.23%-17.0pp | 4394.89%-4412.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,524 | $5,901-40.3% | $6,952-49.3% | $4,027-12.5% |
| Admin fee / account holder | $1,782 | $5,637-68.4% | $6,731-73.5% | $5,403-67.0% |