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 | $42,012 | $127,100-66.9% | $105,738-60.3% | $135,375-69.0% |
| Participation rate | 95.8% | 82.7%+13.1pp | 76.3%+19.5pp | 82.6%+13.2pp |
| Annual return | -5.69% | 4.49%-10.2pp | 6.27%-12.0pp | 519.73%-525.4pp |
| Employer contribution / active EE | $3,550 | $4,107-13.6% | $3,268+8.6% | $4,779-25.7% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,909 | $9,087-13.0% | $6,913+14.4% | $10,827-26.9% |