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 | $48,077 | $64,707-25.7% | $112,228-57.2% | $68,494-29.8% |
| Participation rate | 93.3% | 67.2%+26.2pp | 75.1%+18.3pp | 67.9%+25.4pp |
| Annual return | -15.92% | -11.40%-4.5pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $5,607 | $2,746+104.2% | $3,635+54.3% | $2,596+116.0% |
| Participant deferral / active EE | $3,980 | $3,565+11.6% | $4,728-15.8% | $4,027-1.2% |
| Admin fee / account holder | $4,038 | $5,232-22.8% | $6,410-37.0% | $5,403-25.3% |