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 | $44,290 | $44,221+0.2% | $121,196-63.5% | $56,287-21.3% |
| Participation rate | 72.1% | 61.1%+11.1pp | 71.7%+0.4pp | 69.9%+2.3pp |
| Annual return | -6.41% | -3.58%-2.8pp | 16.93%-23.3pp | -9.96%+3.6pp |
| Employer contribution / active EE | $476 | $1,480-67.9% | $4,022-88.2% | $2,111-77.5% |
| Participant deferral / active EE | $2,909 | $2,521+15.4% | $3,344-13.0% | $3,350-13.2% |
| Admin fee / account holder | $5,031 | $480+947.2% | $5,019+0.2% | $521+865.7% |