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 | $45,839 | $72,404-36.7% | $110,238-58.4% | $64,186-28.6% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.2pp | 69.6%+9.0pp |
| Annual return | -2.81% | -6.29%+3.5pp | 314.74%-317.6pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,946 | $2,282+29.1% | $3,826-23.0% | $2,381+23.7% |
| Participant deferral / active EE | $6,012 | $3,469+73.3% | $4,672+28.7% | $3,470+73.3% |
| Admin fee / account holder | $37,872 | $5,664+568.6% | $8,547+343.1% | $4,888+674.8% |