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 | $56,034 | $107,791-48.0% | $90,645-38.2% | $135,375-58.6% |
| Participation rate | 90.5% | 78.0%+12.4pp | 74.0%+16.5pp | 82.6%+7.8pp |
| Annual return | -3.09% | -0.90%-2.2pp | 1.88%-5.0pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,299 | $3,018-57.0% | $2,532-48.7% | $4,779-72.8% |
| Participant deferral / active EE | $5,591 | $3,872+44.4% | $3,425+63.3% | $5,609-0.3% |
| Admin fee / account holder | $7,448 | $5,930+25.6% | $4,994+49.2% | $10,827-31.2% |