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 | $50,969 | $73,102-30.3% | $123,544-58.7% | $56,287-9.4% |
| Participation rate | 71.6% | 74.3%-2.8pp | 82.3%-10.7pp | 69.9%+1.7pp |
| Annual return | -6.74% | 3.01%-9.7pp | 119.20%-125.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,114 | $2,977-62.6% | $4,628-75.9% | $2,111-47.2% |
| Participant deferral / active EE | $4,742 | $5,423-12.5% | $6,426-26.2% | $3,350+41.6% |
| Admin fee / account holder | $1,614 | $554+191.4% | $9,284-82.6% | $521+209.7% |