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 | $45,345 | $59,107-23.3% | $86,436-47.5% | $68,494-33.8% |
| Participation rate | 77.3% | 75.2%+2.0pp | 80.3%-3.1pp | 67.9%+9.4pp |
| Annual return | -16.94% | -0.23%-16.7pp | 4394.89%-4411.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,305 | $2,519-8.5% | $3,769-38.8% | $2,596-11.2% |
| Participant deferral / active EE | $5,447 | $5,901-7.7% | $6,952-21.6% | $4,027+35.2% |
| Admin fee / account holder | $4,656 | $5,637-17.4% | $6,731-30.8% | $5,403-13.8% |