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 | $70,443 | $56,357+25.0% | $104,294-32.5% | $68,494+2.8% |
| Participation rate | 97.7% | 63.3%+34.4pp | 73.3%+24.4pp | 67.9%+29.8pp |
| Annual return | -12.17% | -9.19%-3.0pp | 24.61%-36.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $5,886 | $1,960+200.3% | $3,372+74.6% | $2,596+126.7% |
| Participant deferral / active EE | $4,257 | $3,077+38.4% | $4,625-7.9% | $4,027+5.7% |
| Admin fee / account holder | $2,206 | $4,903-55.0% | $7,339-69.9% | $5,403-59.2% |