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 | $49,187 | $82,664-40.5% | $125,339-60.8% | $68,494-28.2% |
| Participation rate | 93.1% | 75.0%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -14.80% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,304 | $3,381-61.4% | $4,814-72.9% | $2,596-49.8% |
| Participant deferral / active EE | $7,105 | $6,110+16.3% | $7,446-4.6% | $4,027+76.4% |
| Admin fee / account holder | $1,071 | $6,275-82.9% | $10,010-89.3% | $5,403-80.2% |