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 | $46,766 | $73,867-36.7% | $143,757-67.5% | $68,494-31.7% |
| Participation rate | 78.1% | 66.7%+11.5pp | 80.3%-2.2pp | 67.9%+10.2pp |
| Annual return | -16.40% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,601 | $3,384+35.9% | $5,637-18.4% | $4,027+14.2% |
| Admin fee / account holder | $2,290 | $5,755-60.2% | $14,673-84.4% | $5,403-57.6% |