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 | $65,729 | $81,900-19.7% | $119,609-45.0% | $68,494-4.0% |
| Participation rate | 72.7% | 71.9%+0.8pp | 79.3%-6.5pp | 67.9%+4.8pp |
| Annual return | -15.75% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $921 | $2,693-65.8% | $4,232-78.2% | $2,596-64.5% |
| Participant deferral / active EE | $4,820 | $4,148+16.2% | $5,602-14.0% | $4,027+19.7% |
| Admin fee / account holder | $1,400 | $6,582-78.7% | $10,323-86.4% | $5,403-74.1% |