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 | $45,793 | $73,867-38.0% | $143,757-68.1% | $68,494-33.1% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -19.27% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,509 | $3,184-21.2% | $4,951-49.3% | $2,596-3.3% |
| Participant deferral / active EE | $3,422 | $3,384+1.1% | $5,637-39.3% | $4,027-15.0% |
| Admin fee / account holder | $3,783 | $5,755-34.3% | $14,673-74.2% | $5,403-30.0% |