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 | $30,067 | $49,177-38.9% | $79,464-62.2% | $64,186-53.2% |
| Participation rate | 72.0% | 65.0%+7.0pp | 73.3%-1.3pp | 69.6%+2.4pp |
| Annual return | -6.63% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $957 | $2,076-53.9% | $2,800-65.8% | $2,381-59.8% |
| Participant deferral / active EE | $1,623 | $2,821-42.5% | $3,704-56.2% | $3,470-53.2% |
| Admin fee / account holder | $1,178 | $3,839-69.3% | $5,113-77.0% | $4,888-75.9% |