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 | $11,235 | $54,229-79.3% | $70,092-84.0% | $68,494-83.6% |
| Participation rate | 86.1% | 64.5%+21.6pp | 70.5%+15.6pp | 67.9%+18.2pp |
| Annual return | -15.08% | -13.87%-1.2pp | 190.73%-205.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $877 | $2,018-56.6% | $2,559-65.7% | $2,596-66.2% |
| Participant deferral / active EE | $2,330 | $2,956-21.2% | $3,849-39.5% | $4,027-42.1% |
| Admin fee / account holder | $1,895 | $4,694-59.6% | $6,267-69.8% | $5,403-64.9% |