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 | $66,282 | $64,707+2.4% | $112,228-40.9% | $68,494-3.2% |
| Participation rate | 97.7% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.8pp |
| Annual return | 12.49% | -11.40%+23.9pp | 27.45%-15.0pp | -7.84%+20.3pp |
| Employer contribution / active EE | $9,849 | $2,746+258.7% | $3,635+171.0% | $2,596+279.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,073 | $5,232-41.3% | $6,410-52.1% | $5,403-43.1% |