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 | $60,498 | $72,404-16.4% | $110,238-45.1% | $64,186-5.7% |
| Participation rate | 70.2% | 73.3%-3.1pp | 79.8%-9.6pp | 69.6%+0.7pp |
| Annual return | -3.99% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $661 | $2,282-71.0% | $3,826-82.7% | $2,381-72.2% |
| Participant deferral / active EE | $3,181 | $3,469-8.3% | $4,672-31.9% | $3,470-8.3% |
| Admin fee / account holder | $798 | $5,664-85.9% | $8,547-90.7% | $4,888-83.7% |