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 | $93,421 | $95,862-2.5% | $79,550+17.4% | $134,475-30.5% |
| Participation rate | 70.8% | 75.0%-4.2pp | 69.5%+1.3pp | 81.2%-10.4pp |
| Annual return | -13.46% | -2.69%-10.8pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $538 | $3,128-82.8% | $2,413-77.7% | $4,740-88.6% |
| Participant deferral / active EE | $2,745 | $4,693-41.5% | $3,985-31.1% | $6,400-57.1% |
| Admin fee / account holder | $1,325 | $9,126-85.5% | $6,832-80.6% | $11,426-88.4% |