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 | $65,557 | $72,404-9.5% | $110,238-40.5% | $64,186+2.1% |
| Participation rate | 84.0% | 73.3%+10.7pp | 79.8%+4.2pp | 69.6%+14.4pp |
| Annual return | -4.71% | -6.29%+1.6pp | 314.74%-319.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $665 | $2,282-70.9% | $3,826-82.6% | $2,381-72.1% |
| Participant deferral / active EE | $2,512 | $3,469-27.6% | $4,672-46.2% | $3,470-27.6% |
| Admin fee / account holder | $6,096 | $5,664+7.6% | $8,547-28.7% | $4,888+24.7% |