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 | $36,529 | $72,404-49.5% | $110,238-66.9% | $64,186-43.1% |
| Participation rate | 71.2% | 73.3%-2.1pp | 79.8%-8.6pp | 69.6%+1.7pp |
| Annual return | -7.51% | -6.29%-1.2pp | 314.74%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,201 | $2,282-47.4% | $3,826-68.6% | $2,381-49.6% |
| Participant deferral / active EE | $3,006 | $3,469-13.4% | $4,672-35.7% | $3,470-13.4% |
| Admin fee / account holder | $2,332 | $5,664-58.8% | $8,547-72.7% | $4,888-52.3% |