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 | $72,764 | $64,707+12.5% | $112,228-35.2% | $68,494+6.2% |
| Participation rate | 95.1% | 67.2%+27.9pp | 75.1%+20.0pp | 67.9%+27.2pp |
| Annual return | 1.48% | -11.40%+12.9pp | 27.45%-26.0pp | -7.84%+9.3pp |
| Employer contribution / active EE | $1,729 | $2,746-37.0% | $3,635-52.4% | $2,596-33.4% |
| Participant deferral / active EE | $6,122 | $3,565+71.7% | $4,728+29.5% | $4,027+52.0% |
| Admin fee / account holder | $4,428 | $5,232-15.4% | $6,410-30.9% | $5,403-18.0% |