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 | $63,329 | $61,660+2.7% | $80,019-20.9% | $64,186-1.3% |
| Participation rate | 94.7% | 71.7%+23.0pp | 75.8%+18.9pp | 69.6%+25.2pp |
| Annual return | -7.42% | -0.33%-7.1pp | 11.22%-18.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $474 | $1,810-73.8% | $2,468-80.8% | $2,381-80.1% |
| Participant deferral / active EE | $3,294 | $2,968+11.0% | $3,686-10.6% | $3,470-5.1% |
| Admin fee / account holder | $1,390 | $5,417-74.3% | $6,521-78.7% | $4,888-71.6% |