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 | $59,759 | $57,354+4.2% | $83,848-28.7% | $64,186-6.9% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -6.68% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $849 | $2,545-66.7% | $3,631-76.6% | $2,381-64.4% |
| Participant deferral / active EE | $3,394 | $2,993+13.4% | $4,082-16.8% | $3,470-2.2% |
| Admin fee / account holder | $8,299 | $4,046+105.1% | $5,478+51.5% | $4,888+69.8% |