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 | $43,015 | $69,010-37.7% | $159,960-73.1% | $68,494-37.2% |
| Participation rate | 76.3% | 65.4%+10.9pp | 78.0%-1.6pp | 67.9%+8.4pp |
| Annual return | -17.58% | -9.65%-7.9pp | 408.60%-426.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,549 | $2,213-30.0% | $4,226-63.3% | $2,596-40.3% |
| Participant deferral / active EE | $5,332 | $4,212+26.6% | $6,182-13.8% | $4,027+32.4% |
| Admin fee / account holder | $1,417 | $4,798-70.5% | $8,698-83.7% | $5,403-73.8% |