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 | $56,703 | $102,553-44.7% | $151,611-62.6% | $66,914-15.3% |
| Participation rate | 79.4% | 85.5%-6.1pp | 87.5%-8.1pp | 69.8%+9.6pp |
| Annual return | -12.92% | -10.82%-2.1pp | 3.33%-16.2pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,976 | $4,180-28.8% | $6,166-51.7% | $2,544+17.0% |
| Participant deferral / active EE | $4,138 | $6,641-37.7% | $8,363-50.5% | $4,237-2.3% |
| Admin fee / account holder | $5,403 | $630+757.9% | $11,616-53.5% | $593+810.8% |