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 | $34,061 | $72,177-52.8% | $115,037-70.4% | $59,632-42.9% |
| Participation rate | 83.8% | 72.6%+11.2pp | 81.4%+2.4pp | 68.7%+15.1pp |
| Annual return | -0.53% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,088 | $2,841+8.7% | $4,608-33.0% | $2,203+40.2% |
| Participant deferral / active EE | $9,366 | $4,783+95.8% | $6,026+55.4% | $3,192+193.5% |
| Admin fee / account holder | $1,122 | $4,927-77.2% | $8,175-86.3% | $4,297-73.9% |