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 | $60,815 | $57,354+6.0% | $83,848-27.5% | $64,186-5.3% |
| Participation rate | 86.8% | 68.6%+18.2pp | 76.1%+10.7pp | 69.6%+17.3pp |
| Annual return | -5.99% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $654 | $2,545-74.3% | $3,631-82.0% | $2,381-72.5% |
| Participant deferral / active EE | $6,542 | $2,993+118.6% | $4,082+60.3% | $3,470+88.6% |
| Admin fee / account holder | $1,574 | $4,046-61.1% | $5,478-71.3% | $4,888-67.8% |