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 | $65,949 | $59,805+10.3% | $79,550-17.1% | $68,494-3.7% |
| Participation rate | 86.2% | 61.1%+25.1pp | 69.5%+16.7pp | 67.9%+18.3pp |
| Annual return | -16.62% | -12.30%-4.3pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,313 | $1,505-12.8% | $2,413-45.6% | $2,596-49.4% |
| Participant deferral / active EE | $6,287 | $3,024+107.9% | $3,985+57.8% | $4,027+56.1% |
| Admin fee / account holder | $1,500 | $4,835-69.0% | $6,832-78.0% | $5,403-72.2% |