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 | $57,679 | $59,805-3.6% | $79,550-27.5% | $68,494-15.8% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.5%+18.0pp | 67.9%+19.6pp |
| Annual return | -18.39% | -12.30%-6.1pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $756 | $1,505-49.8% | $2,413-68.7% | $2,596-70.9% |
| Participant deferral / active EE | $2,355 | $3,024-22.1% | $3,985-40.9% | $4,027-41.5% |
| Admin fee / account holder | $3,080 | $4,835-36.3% | $6,832-54.9% | $5,403-43.0% |