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 | $63,287 | $56,357+12.3% | $104,294-39.3% | $68,494-7.6% |
| Participation rate | 89.3% | 63.3%+26.0pp | 73.3%+16.0pp | 67.9%+21.4pp |
| Annual return | -12.07% | -9.19%-2.9pp | 24.61%-36.7pp | -7.84%-4.2pp |
| Employer contribution / active EE | $676 | $1,960-65.5% | $3,372-79.9% | $2,596-74.0% |
| Participant deferral / active EE | $3,780 | $3,077+22.8% | $4,625-18.3% | $4,027-6.1% |
| Admin fee / account holder | $10,405 | $4,903+112.2% | $7,339+41.8% | $5,403+92.6% |