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 | $21,529 | $158,817-86.4% | $121,196-82.2% | $135,375-84.1% |
| Participation rate | 92.3% | 79.3%+13.0pp | 71.7%+20.6pp | 82.6%+9.7pp |
| Annual return | -3.97% | -0.64%-3.3pp | 16.93%-20.9pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,163 | $5,665-79.5% | $4,022-71.1% | $4,779-75.7% |
| Participant deferral / active EE | $2,374 | $4,005-40.7% | $3,344-29.0% | $5,609-57.7% |
| Admin fee / account holder | $5,737 | $6,512-11.9% | $5,019+14.3% | $10,827-47.0% |