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 | $59,827 | $72,404-17.4% | $110,238-45.7% | $64,186-6.8% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.2pp | 69.6%+9.0pp |
| Annual return | -4.86% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $696 | $2,282-69.5% | $3,826-81.8% | $2,381-70.8% |
| Participant deferral / active EE | $3,943 | $3,469+13.7% | $4,672-15.6% | $3,470+13.7% |
| Admin fee / account holder | $14,709 | $5,664+159.7% | $8,547+72.1% | $4,888+200.9% |