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 | $64,812 | $54,229+19.5% | $70,092-7.5% | $68,494-5.4% |
| Participation rate | 84.4% | 64.5%+20.0pp | 70.5%+14.0pp | 67.9%+16.6pp |
| Annual return | -16.15% | -13.87%-2.3pp | 190.73%-206.9pp | -7.84%-8.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,056 | $2,956+71.1% | $3,849+31.4% | $4,027+25.6% |
| Admin fee / account holder | $4,121 | $4,694-12.2% | $6,267-34.2% | $5,403-23.7% |