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 | $101,802 | $110,094-7.5% | $151,611-32.9% | $68,494+48.6% |
| Participation rate | 97.7% | 84.0%+13.7pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -16.17% | -10.12%-6.1pp | 3.33%-19.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,613 | $4,471-41.6% | $6,166-57.6% | $2,596+0.6% |
| Participant deferral / active EE | $7,411 | $6,527+13.5% | $8,363-11.4% | $4,027+84.0% |
| Admin fee / account holder | $3,781 | $7,719-51.0% | $11,616-67.4% | $5,403-30.0% |