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 | $46,824 | $73,867-36.6% | $143,757-67.4% | $68,494-31.6% |
| Participation rate | 79.5% | 66.7%+12.8pp | 80.3%-0.8pp | 67.9%+11.6pp |
| Annual return | -18.82% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,789 | $3,184-43.8% | $4,951-63.9% | $2,596-31.1% |
| Participant deferral / active EE | $3,046 | $3,384-10.0% | $5,637-46.0% | $4,027-24.4% |
| Admin fee / account holder | $632 | $5,755-89.0% | $14,673-95.7% | $5,403-88.3% |