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 | $59,578 | $95,862-37.8% | $79,550-25.1% | $134,475-55.7% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.8pp | 81.2%+14.0pp |
| Annual return | -9.89% | -2.69%-7.2pp | 0.16%-10.1pp | 417.96%-427.9pp |
| Employer contribution / active EE | $4,667 | $3,128+49.2% | $2,413+93.4% | $4,740-1.5% |
| Participant deferral / active EE | $3,183 | $4,693-32.2% | $3,985-20.1% | $6,400-50.3% |
| Admin fee / account holder | $1,072 | $9,126-88.3% | $6,832-84.3% | $11,426-90.6% |