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 | $50,170 | $49,177+2.0% | $79,464-36.9% | $64,186-21.8% |
| Participation rate | 72.5% | 65.0%+7.5pp | 73.3%-0.8pp | 69.6%+2.9pp |
| Annual return | -4.61% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $871 | $2,076-58.0% | $2,800-68.9% | $2,381-63.4% |
| Participant deferral / active EE | $2,045 | $2,821-27.5% | $3,704-44.8% | $3,470-41.1% |
| Admin fee / account holder | $1,114 | $3,839-71.0% | $5,113-78.2% | $4,888-77.2% |