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 | $99,788 | $42,894+132.6% | $60,874+63.9% | $68,494+45.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -12.73% | -13.98%+1.3pp | 16.90%-29.6pp | -7.84%-4.9pp |
| Employer contribution / active EE | $880 | $1,978-55.5% | $2,701-67.4% | $2,596-66.1% |
| Participant deferral / active EE | $3,056 | $2,867+6.6% | $3,817-19.9% | $4,027-24.1% |
| Admin fee / account holder | $5,956 | $3,101+92.1% | $3,224+84.7% | $5,403+10.2% |