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 | $30,864 | $71,883-57.1% | $86,677-64.4% | $68,494-54.9% |
| Participation rate | 89.3% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -16.77% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $763 | $2,173-64.9% | $2,836-73.1% | $2,596-70.6% |
| Participant deferral / active EE | $3,339 | $3,779-11.6% | $4,656-28.3% | $4,027-17.1% |
| Admin fee / account holder | $4,066 | $6,112-33.5% | $7,493-45.7% | $5,403-24.7% |