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 | $43,819 | $65,435-33.0% | $86,677-49.4% | $66,914-34.5% |
| Participation rate | 92.2% | 75.5%+16.7pp | 76.6%+15.6pp | 69.8%+22.4pp |
| Annual return | -16.13% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $1,453 | $2,153-32.5% | $2,836-48.8% | $2,544-42.9% |
| Participant deferral / active EE | $4,726 | $4,100+15.3% | $4,656+1.5% | $4,237+11.5% |
| Admin fee / account holder | $1,950 | $642+204.0% | $7,493-74.0% | $593+228.7% |