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 | $59,798 | $59,8050% | $79,550-24.8% | $68,494-12.7% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.5%+26.7pp | 67.9%+28.3pp |
| Annual return | -14.68% | -12.30%-2.4pp | 0.16%-14.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,664 | $1,505+10.5% | $2,413-31.1% | $2,596-35.9% |
| Participant deferral / active EE | $6,921 | $3,024+128.8% | $3,985+73.7% | $4,027+71.9% |
| Admin fee / account holder | $3,387 | $4,835-29.9% | $6,832-50.4% | $5,403-37.3% |