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 | $66,208 | $54,229+22.1% | $70,092-5.5% | $68,494-3.3% |
| Participation rate | 70.7% | 64.5%+6.2pp | 70.5%+0.3pp | 67.9%+2.8pp |
| Annual return | -8.66% | -13.87%+5.2pp | 190.73%-199.4pp | -7.84%-0.8pp |
| Employer contribution / active EE | $4,223 | $2,018+109.2% | $2,559+65.0% | $2,596+62.7% |
| Participant deferral / active EE | $4,223 | $2,956+42.9% | $3,849+9.7% | $4,027+4.9% |
| Admin fee / account holder | $4,092 | $4,694-12.8% | $6,267-34.7% | $5,403-24.3% |