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 | $50,004 | $48,265+3.6% | $68,791-27.3% | $68,494-27.0% |
| Participation rate | 76.3% | 60.7%+15.6pp | 69.0%+7.3pp | 67.9%+8.4pp |
| Annual return | -15.81% | -12.71%-3.1pp | -6.38%-9.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,040 | $1,829-43.1% | $2,655-60.8% | $2,596-59.9% |
| Participant deferral / active EE | $2,169 | $2,867-24.3% | $3,941-45.0% | $4,027-46.1% |
| Admin fee / account holder | $13,005 | $4,355+198.6% | $4,932+163.7% | $5,403+140.7% |