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 | $47,472 | $46,674+1.7% | $117,472-59.6% | $68,494-30.7% |
| Participation rate | 89.1% | 56.8%+32.4pp | 70.6%+18.5pp | 67.9%+21.2pp |
| Annual return | -14.20% | -14.52%+0.3pp | 29.74%-43.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,016 | $1,505-32.5% | $4,176-75.7% | $2,596-60.9% |
| Participant deferral / active EE | $3,726 | $2,636+41.3% | $4,070-8.5% | $4,027-7.5% |
| Admin fee / account holder | $5,440 | $4,020+35.3% | $5,645-3.6% | $5,403+0.7% |