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 | $52,230 | $46,674+11.9% | $117,472-55.5% | $68,494-23.7% |
| Participation rate | 81.3% | 56.8%+24.5pp | 70.6%+10.7pp | 67.9%+13.4pp |
| Annual return | -16.80% | -14.52%-2.3pp | 29.74%-46.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,342 | $1,505+55.6% | $4,176-43.9% | $2,596-9.8% |
| Participant deferral / active EE | $3,375 | $2,636+28.0% | $4,070-17.1% | $4,027-16.2% |
| Admin fee / account holder | $7,311 | $4,020+81.9% | $5,645+29.5% | $5,403+35.3% |