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 | $67,533 | $72,404-6.7% | $110,238-38.7% | $64,186+5.2% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.1pp |
| Annual return | -6.25% | -6.29%0pp | 314.74%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,698 | $2,282-25.6% | $3,826-55.6% | $2,381-28.7% |
| Participant deferral / active EE | $3,517 | $3,469+1.4% | $4,672-24.7% | $3,470+1.4% |
| Admin fee / account holder | $1,273 | $5,664-77.5% | $8,547-85.1% | $4,888-74.0% |