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 | $61,646 | $57,354+7.5% | $83,848-26.5% | $64,186-4.0% |
| Participation rate | 95.5% | 68.6%+26.9pp | 76.1%+19.4pp | 69.6%+26.0pp |
| Annual return | -3.84% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $811 | $2,545-68.1% | $3,631-77.7% | $2,381-65.9% |
| Participant deferral / active EE | $2,031 | $2,993-32.1% | $4,082-50.2% | $3,470-41.4% |
| Admin fee / account holder | $17,328 | $4,046+328.3% | $5,478+216.3% | $4,888+254.5% |