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 | $70,462 | $56,357+25.0% | $104,294-32.4% | $68,494+2.9% |
| Participation rate | 90.5% | 63.3%+27.2pp | 73.3%+17.2pp | 67.9%+22.6pp |
| Annual return | -16.78% | -9.19%-7.6pp | 24.61%-41.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,757 | $1,960+40.6% | $3,372-18.2% | $2,596+6.2% |
| Participant deferral / active EE | $5,480 | $3,077+78.1% | $4,625+18.5% | $4,027+36.1% |
| Admin fee / account holder | $1,709 | $4,903-65.1% | $7,339-76.7% | $5,403-68.4% |