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 | $59,431 | $42,894+38.6% | $60,874-2.4% | $68,494-13.2% |
| Participation rate | 95.5% | 66.8%+28.7pp | 73.1%+22.3pp | 67.9%+27.6pp |
| Annual return | -12.97% | -13.98%+1.0pp | 16.90%-29.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,475 | $1,978+25.1% | $2,701-8.4% | $2,596-4.7% |
| Participant deferral / active EE | $3,603 | $2,867+25.7% | $3,817-5.6% | $4,027-10.5% |
| Admin fee / account holder | $4,109 | $3,101+32.5% | $3,224+27.4% | $5,403-24.0% |