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 | $58,111 | $211,958-72.6% | $169,463-65.7% | $135,375-57.1% |
| Participation rate | 90.5% | 82.6%+7.8pp | 77.8%+12.7pp | 82.6%+7.8pp |
| Annual return | -4.74% | 3.26%-8.0pp | 1.83%-6.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $586 | $5,120-88.6% | $4,159-85.9% | $4,779-87.7% |
| Participant deferral / active EE | $3,162 | $6,075-48.0% | $5,277-40.1% | $5,609-43.6% |
| Admin fee / account holder | $22,838 | $11,471+99.1% | $9,109+150.7% | $10,827+110.9% |