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 | $55,680 | $73,867-24.6% | $143,757-61.3% | $68,494-18.7% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -16.17% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,369 | $3,184-57.0% | $4,951-72.4% | $2,596-47.3% |
| Participant deferral / active EE | $3,940 | $3,384+16.4% | $5,637-30.1% | $4,027-2.2% |
| Admin fee / account holder | $6,321 | $5,755+9.8% | $14,673-56.9% | $5,403+17.0% |