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 | $37,707 | $73,004-48.3% | $90,749-58.4% | $68,494-44.9% |
| Participation rate | 94.7% | 70.8%+23.9pp | 75.7%+19.0pp | 67.9%+26.8pp |
| Annual return | -16.36% | -13.81%-2.6pp | -12.16%-4.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,847 | $2,193-15.8% | $2,921-36.8% | $2,596-28.8% |
| Participant deferral / active EE | $4,912 | $3,627+35.4% | $4,564+7.6% | $4,027+22.0% |
| Admin fee / account holder | $5,201 | $5,896-11.8% | $8,445-38.4% | $5,403-3.7% |