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 | $64,804 | $99,032-34.6% | $80,019-19.0% | $135,375-52.1% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -0.62% | 15.39%-16.0pp | 11.22%-11.8pp | 519.73%-520.4pp |
| Employer contribution / active EE | $2,271 | $3,043-25.4% | $2,468-8.0% | $4,779-52.5% |
| Participant deferral / active EE | $3,483 | $4,282-18.7% | $3,686-5.5% | $5,609-37.9% |
| Admin fee / account holder | $912 | $10,436-91.3% | $6,521-86.0% | $10,827-91.6% |