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 | $56,407 | $54,229+4.0% | $70,092-19.5% | $68,494-17.6% |
| Participation rate | 78.8% | 64.5%+14.3pp | 70.5%+8.3pp | 67.9%+10.9pp |
| Annual return | -15.78% | -13.87%-1.9pp | 190.73%-206.5pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,432 | $2,018-29.0% | $2,559-44.0% | $2,596-44.8% |
| Participant deferral / active EE | $2,398 | $2,956-18.9% | $3,849-37.7% | $4,027-40.5% |
| Admin fee / account holder | $637 | $4,694-86.4% | $6,267-89.8% | $5,403-88.2% |