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 | $63,387 | $48,265+31.3% | $68,791-7.9% | $68,494-7.5% |
| Participation rate | 74.7% | 60.7%+14.0pp | 69.0%+5.7pp | 67.9%+6.8pp |
| Annual return | -13.20% | -12.71%-0.5pp | -6.38%-6.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,750 | $2,867+30.8% | $3,941-4.9% | $4,027-6.9% |
| Admin fee / account holder | $3,044 | $4,355-30.1% | $4,932-38.3% | $5,403-43.7% |