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 | $50,288 | $73,867-31.9% | $143,757-65.0% | $68,494-26.6% |
| Participation rate | 87.0% | 66.7%+20.3pp | 80.3%+6.6pp | 67.9%+19.1pp |
| Annual return | -16.37% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,258 | $3,184-29.1% | $4,951-54.4% | $2,596-13.0% |
| Participant deferral / active EE | $3,223 | $3,384-4.8% | $5,637-42.8% | $4,027-20.0% |
| Admin fee / account holder | $4,927 | $5,755-14.4% | $14,673-66.4% | $5,403-8.8% |