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 | $49,931 | $42,894+16.4% | $60,874-18.0% | $68,494-27.1% |
| Participation rate | 70.6% | 66.8%+3.8pp | 73.1%-2.5pp | 67.9%+2.7pp |
| Annual return | -15.37% | -13.98%-1.4pp | 16.90%-32.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,168 | $1,978-40.9% | $2,701-56.7% | $2,596-55.0% |
| Participant deferral / active EE | $5,070 | $2,867+76.9% | $3,817+32.8% | $4,027+25.9% |
| Admin fee / account holder | $423 | $3,101-86.3% | $3,224-86.9% | $5,403-92.2% |