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 | $50,997 | $73,004-30.1% | $90,749-43.8% | $68,494-25.5% |
| Participation rate | 72.1% | 70.8%+1.2pp | 75.7%-3.6pp | 67.9%+4.2pp |
| Annual return | -14.19% | -13.81%-0.4pp | -12.16%-2.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,693 | $3,627-25.7% | $4,564-41.0% | $4,027-33.1% |
| Admin fee / account holder | $8,095 | $5,896+37.3% | $8,445-4.1% | $5,403+49.8% |