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 | $50,779 | $49,177+3.3% | $79,464-36.1% | $64,186-20.9% |
| Participation rate | 73.3% | 65.0%+8.3pp | 73.3%0pp | 69.6%+3.8pp |
| Annual return | -6.98% | -1.16%-5.8pp | 718.14%-725.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $692 | $2,076-66.7% | $2,800-75.3% | $2,381-70.9% |
| Participant deferral / active EE | $6,547 | $2,821+132.0% | $3,704+76.8% | $3,470+88.7% |
| Admin fee / account holder | $1,780 | $3,839-53.6% | $5,113-65.2% | $4,888-63.6% |