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 | $59,468 | $105,860-43.8% | $90,749-34.5% | $134,475-55.8% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -12.73% | -11.01%-1.7pp | -12.16%-0.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $665 | $3,462-80.8% | $2,921-77.2% | $4,740-86.0% |
| Participant deferral / active EE | $3,758 | $5,216-28.0% | $4,564-17.7% | $6,400-41.3% |
| Admin fee / account holder | $7,432 | $13,938-46.7% | $8,445-12.0% | $11,426-35.0% |