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 | $63,188 | $72,404-12.7% | $110,238-42.7% | $64,186-1.6% |
| Participation rate | 84.9% | 73.3%+11.6pp | 79.8%+5.1pp | 69.6%+15.3pp |
| Annual return | -7.27% | -6.29%-1.0pp | 314.74%-322.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,419 | $2,282-37.8% | $3,826-62.9% | $2,381-40.4% |
| Participant deferral / active EE | $3,461 | $3,469-0.2% | $4,672-25.9% | $3,470-0.2% |
| Admin fee / account holder | $4,173 | $5,664-26.3% | $8,547-51.2% | $4,888-14.6% |