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 | $37,568 | $127,100-70.4% | $105,738-64.5% | $135,375-72.2% |
| Participation rate | 86.4% | 82.7%+3.7pp | 76.3%+10.0pp | 82.6%+3.7pp |
| Annual return | -7.93% | 4.49%-12.4pp | 6.27%-14.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,499 | $4,107-63.5% | $3,268-54.1% | $4,779-68.6% |
| Participant deferral / active EE | $2,004 | $5,064-60.4% | $4,080-50.9% | $5,609-64.3% |
| Admin fee / account holder | $3,493 | $9,087-61.6% | $6,913-49.5% | $10,827-67.7% |