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 | $59,372 | $56,357+5.4% | $104,294-43.1% | $68,494-13.3% |
| Participation rate | 83.9% | 63.3%+20.6pp | 73.3%+10.6pp | 67.9%+16.0pp |
| Annual return | -17.00% | -9.19%-7.8pp | 24.61%-41.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,092 | $1,960-44.3% | $3,372-67.6% | $2,596-58.0% |
| Participant deferral / active EE | $2,188 | $3,077-28.9% | $4,625-52.7% | $4,027-45.7% |
| Admin fee / account holder | $1,057 | $4,903-78.4% | $7,339-85.6% | $5,403-80.4% |