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 | $55,015 | $73,004-24.6% | $90,749-39.4% | $68,494-19.7% |
| Participation rate | 73.4% | 70.8%+2.6pp | 75.7%-2.3pp | 67.9%+5.5pp |
| Annual return | -4.99% | -13.81%+8.8pp | -12.16%+7.2pp | -7.84%+2.9pp |
| Employer contribution / active EE | $3,651 | $2,193+66.5% | $2,921+25.0% | $2,596+40.6% |
| Participant deferral / active EE | $7,555 | $3,627+108.3% | $4,564+65.5% | $4,027+87.6% |
| Admin fee / account holder | $4,648 | $5,896-21.2% | $8,445-45.0% | $5,403-14.0% |