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 | $89,677 | $42,894+109.1% | $60,874+47.3% | $68,494+30.9% |
| Participation rate | 85.1% | 66.8%+18.3pp | 73.1%+12.0pp | 67.9%+17.2pp |
| Annual return | -15.14% | -13.98%-1.2pp | 16.90%-32.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $973 | $1,978-50.8% | $2,701-64.0% | $2,596-62.5% |
| Participant deferral / active EE | $8,557 | $2,867+198.5% | $3,817+124.2% | $4,027+112.5% |
| Admin fee / account holder | $2,329 | $3,101-24.9% | $3,224-27.8% | $5,403-56.9% |