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 | $40,574 | $64,707-37.3% | $112,228-63.8% | $68,494-40.8% |
| Participation rate | 71.1% | 67.2%+3.9pp | 75.1%-4.0pp | 67.9%+3.2pp |
| Annual return | -16.57% | -11.40%-5.2pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,262 | $2,746-54.0% | $3,635-65.3% | $2,596-51.4% |
| Participant deferral / active EE | $2,380 | $3,565-33.2% | $4,728-49.7% | $4,027-40.9% |
| Admin fee / account holder | $11,338 | $5,232+116.7% | $6,410+76.9% | $5,403+109.9% |