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 | $63,437 | $72,404-12.4% | $110,238-42.5% | $64,186-1.2% |
| Participation rate | 86.8% | 73.3%+13.5pp | 79.8%+7.0pp | 69.6%+17.3pp |
| Annual return | -6.00% | -6.29%+0.3pp | 314.74%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $863 | $2,282-62.2% | $3,826-77.4% | $2,381-63.7% |
| Participant deferral / active EE | $2,972 | $3,469-14.3% | $4,672-36.4% | $3,470-14.3% |
| Admin fee / account holder | $5,106 | $5,664-9.8% | $8,547-40.3% | $4,888+4.5% |