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 | $64,923 | $54,350+19.5% | $82,719-21.5% | $68,494-5.2% |
| Participation rate | 78.6% | 63.9%+14.7pp | 72.6%+6.0pp | 67.9%+10.7pp |
| Annual return | -0.17% | -13.67%+13.5pp | 701.18%-701.4pp | -7.84%+7.7pp |
| Employer contribution / active EE | $1,997 | $2,218-10.0% | $3,009-33.6% | $2,596-23.1% |
| Participant deferral / active EE | $3,832 | $3,246+18.1% | $4,395-12.8% | $4,027-4.8% |
| Admin fee / account holder | $4,807 | $4,395+9.4% | $5,329-9.8% | $5,403-11.0% |