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 | $53,190 | $73,004-27.1% | $90,749-41.4% | $68,494-22.3% |
| Participation rate | 91.1% | 70.8%+20.3pp | 75.7%+15.4pp | 67.9%+23.2pp |
| Annual return | -14.79% | -13.81%-1.0pp | -12.16%-2.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $613 | $2,193-72.0% | $2,921-79.0% | $2,596-76.4% |
| Participant deferral / active EE | $3,981 | $3,627+9.8% | $4,564-12.8% | $4,027-1.1% |
| Admin fee / account holder | $1,424 | $5,896-75.9% | $8,445-83.1% | $5,403-73.7% |