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 | $68,770 | $71,883-4.3% | $86,677-20.7% | $68,494+0.4% |
| Participation rate | 88.5% | 72.2%+16.2pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | -16.62% | 3.52%-20.1pp | 35.91%-52.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,354 | $2,173-37.7% | $2,836-52.3% | $2,596-47.9% |
| Participant deferral / active EE | $4,781 | $3,779+26.5% | $4,656+2.7% | $4,027+18.7% |
| Admin fee / account holder | $12,380 | $6,112+102.6% | $7,493+65.2% | $5,403+129.1% |