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 | $84,463 | $82,664+2.2% | $125,339-32.6% | $68,494+23.3% |
| Participation rate | 85.2% | 75.0%+10.1pp | 82.4%+2.8pp | 67.9%+17.3pp |
| Annual return | -15.48% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $876 | $3,381-74.1% | $4,814-81.8% | $2,596-66.2% |
| Participant deferral / active EE | $4,630 | $6,110-24.2% | $7,446-37.8% | $4,027+15.0% |
| Admin fee / account holder | $23,010 | $6,275+266.7% | $10,010+129.9% | $5,403+325.9% |