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 | $35,522 | $69,010-48.5% | $159,960-77.8% | $68,494-48.1% |
| Participation rate | 93.8% | 65.4%+28.3pp | 78.0%+15.8pp | 67.9%+25.9pp |
| Annual return | -15.99% | -9.65%-6.3pp | 408.60%-424.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,278 | $2,213+2.9% | $4,226-46.1% | $2,596-12.3% |
| Participant deferral / active EE | $3,101 | $4,212-26.4% | $6,182-49.8% | $4,027-23.0% |
| Admin fee / account holder | $3,452 | $4,798-28.0% | $8,698-60.3% | $5,403-36.1% |