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 | $60,499 | $45,863+31.9% | $77,024-21.5% | $68,494-11.7% |
| Participation rate | 92.3% | 55.9%+36.4pp | 67.9%+24.4pp | 67.9%+24.4pp |
| Annual return | -12.39% | 1.72%-14.1pp | 42.32%-54.7pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,339 | $1,650-18.8% | $2,812-52.4% | $2,596-48.4% |
| Participant deferral / active EE | $5,855 | $2,962+97.6% | $4,426+32.3% | $4,027+45.4% |
| Admin fee / account holder | $8,822 | $3,041+190.1% | $5,425+62.6% | $5,403+63.3% |