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 | $48,601 | $42,894+13.3% | $60,874-20.2% | $68,494-29.0% |
| Participation rate | 97.2% | 66.8%+30.4pp | 73.1%+24.1pp | 67.9%+29.3pp |
| Annual return | -12.39% | -13.98%+1.6pp | 16.90%-29.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,929 | $1,978-2.5% | $2,701-28.6% | $2,596-25.7% |
| Participant deferral / active EE | $1,610 | $2,867-43.8% | $3,817-57.8% | $4,027-60.0% |
| Admin fee / account holder | $468 | $3,101-84.9% | $3,224-85.5% | $5,403-91.3% |