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 | $99,913 | $107,015-6.6% | $73,545+35.9% | $147,584-32.3% |
| Participation rate | 72.7% | 66.4%+6.3pp | 54.9%+17.8pp | 82.8%-10.1pp |
| Annual return | 6.26% | 38.25%-32.0pp | -15.16%+21.4pp | 578.55%-572.3pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $728 | $3,055-76.2% | $2,320-68.6% | $10,885-93.3% |