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 | $49,379 | $53,162-7.1% | $91,220-45.9% | $68,494-27.9% |
| Participation rate | 73.0% | 63.2%+9.8pp | 73.2%-0.2pp | 67.9%+5.1pp |
| Annual return | -16.94% | -3.14%-13.8pp | 114.01%-131.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $611 | $1,709-64.3% | $2,850-78.6% | $2,596-76.5% |
| Participant deferral / active EE | $3,584 | $2,974+20.5% | $4,234-15.4% | $4,027-11.0% |
| Admin fee / account holder | $1,087 | $4,493-75.8% | $5,420-79.9% | $5,403-79.9% |