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 | $67,979 | $88,594-23.3% | $70,092-3.0% | $134,475-49.4% |
| Participation rate | 88.2% | 74.9%+13.3pp | 70.5%+17.8pp | 81.2%+7.0pp |
| Annual return | -7.17% | 442.67%-449.8pp | 190.73%-197.9pp | 417.96%-425.1pp |
| Employer contribution / active EE | $522 | $3,233-83.9% | $2,559-79.6% | $4,740-89.0% |
| Participant deferral / active EE | $2,264 | $4,772-52.5% | $3,849-41.2% | $6,400-64.6% |
| Admin fee / account holder | $8,180 | $10,441-21.7% | $6,267+30.5% | $11,426-28.4% |