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 | $50,257 | $59,107-15.0% | $86,436-41.9% | $68,494-26.6% |
| Participation rate | 83.9% | 75.2%+8.6pp | 80.3%+3.5pp | 67.9%+16.0pp |
| Annual return | -18.87% | -0.23%-18.6pp | 4394.89%-4413.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,093 | $2,519-16.9% | $3,769-44.5% | $2,596-19.4% |
| Participant deferral / active EE | $4,995 | $5,901-15.4% | $6,952-28.1% | $4,027+24.0% |
| Admin fee / account holder | $807 | $5,637-85.7% | $6,731-88.0% | $5,403-85.1% |