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 | $47,091 | $64,707-27.2% | $112,228-58.0% | $68,494-31.2% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.1%-0.1pp | 67.9%+7.1pp |
| Annual return | -18.88% | -11.40%-7.5pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,094 | $2,746-23.7% | $3,635-42.4% | $2,596-19.3% |
| Participant deferral / active EE | $3,849 | $3,565+8.0% | $4,728-18.6% | $4,027-4.4% |
| Admin fee / account holder | $18,272 | $5,232+249.2% | $6,410+185.1% | $5,403+238.2% |