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 | $51,152 | $72,607-29.5% | $90,749-43.6% | $66,914-23.6% |
| Participation rate | 95.8% | 73.7%+22.2pp | 75.7%+20.1pp | 69.8%+26.0pp |
| Annual return | -17.04% | -12.28%-4.8pp | -12.16%-4.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,226 | $2,369-48.2% | $2,921-58.0% | $2,544-51.8% |
| Participant deferral / active EE | $3,221 | $3,977-19.0% | $4,564-29.4% | $4,237-24.0% |
| Admin fee / account holder | $5,847 | $707+726.7% | $8,445-30.8% | $593+885.6% |