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 | $67,042 | $72,404-7.4% | $110,238-39.2% | $64,186+4.5% |
| Participation rate | 83.8% | 73.3%+10.4pp | 79.8%+4.0pp | 69.6%+14.2pp |
| Annual return | -2.31% | -6.29%+4.0pp | 314.74%-317.1pp | 7.63%-9.9pp |
| Employer contribution / active EE | $830 | $2,282-63.6% | $3,826-78.3% | $2,381-65.1% |
| Participant deferral / active EE | $2,663 | $3,469-23.2% | $4,672-43.0% | $3,470-23.2% |
| Admin fee / account holder | $11,873 | $5,664+109.6% | $8,547+38.9% | $4,888+142.9% |