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 | $61,937 | $72,404-14.5% | $110,238-43.8% | $64,186-3.5% |
| Participation rate | 90.6% | 73.3%+17.2pp | 79.8%+10.7pp | 69.6%+21.0pp |
| Annual return | -2.26% | -6.29%+4.0pp | 314.74%-317.0pp | 7.63%-9.9pp |
| Employer contribution / active EE | $882 | $2,282-61.4% | $3,826-77.0% | $2,381-63.0% |
| Participant deferral / active EE | $4,823 | $3,469+39.0% | $4,672+3.2% | $3,470+39.0% |
| Admin fee / account holder | $334 | $5,664-94.1% | $8,547-96.1% | $4,888-93.2% |