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 | $68,041 | $75,935-10.4% | $60,547+12.4% | $125,391-45.7% |
| Participation rate | 90.5% | 76.5%+13.9pp | 68.0%+22.5pp | 83.2%+7.3pp |
| Annual return | -2.02% | -5.38%+3.4pp | 335.64%-337.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,712 | $3,438-21.1% | $2,419+12.1% | $4,866-44.3% |
| Participant deferral / active EE | $6,164 | $4,506+36.8% | $3,328+85.2% | $5,352+15.2% |
| Admin fee / account holder | $6,816 | $6,768+0.7% | $4,536+50.3% | $9,540-28.6% |