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 | $32,975 | $64,707-49.0% | $112,228-70.6% | $68,494-51.9% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -14.24% | -11.40%-2.8pp | 27.45%-41.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $986 | $2,746-64.1% | $3,635-72.9% | $2,596-62.0% |
| Participant deferral / active EE | $2,626 | $3,565-26.3% | $4,728-44.5% | $4,027-34.8% |
| Admin fee / account holder | $1,994 | $5,232-61.9% | $6,410-68.9% | $5,403-63.1% |