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 | $54,030 | $72,404-25.4% | $110,238-51.0% | $64,186-15.8% |
| Participation rate | 70.4% | 73.3%-3.0pp | 79.8%-9.4pp | 69.6%+0.8pp |
| Annual return | -7.21% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $900 | $2,282-60.6% | $3,826-76.5% | $2,381-62.2% |
| Participant deferral / active EE | $4,197 | $3,469+21.0% | $4,672-10.2% | $3,470+21.0% |
| Admin fee / account holder | $2,155 | $5,664-62.0% | $8,547-74.8% | $4,888-55.9% |