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 | $51,420 | $54,350-5.4% | $82,719-37.8% | $68,494-24.9% |
| Participation rate | 72.0% | 63.9%+8.1pp | 72.6%-0.6pp | 67.9%+4.1pp |
| Annual return | -7.87% | -13.67%+5.8pp | 701.18%-709.0pp | -7.84%0pp |
| Employer contribution / active EE | $1,932 | $2,218-12.9% | $3,009-35.8% | $2,596-25.6% |
| Participant deferral / active EE | $4,328 | $3,246+33.3% | $4,395-1.5% | $4,027+7.5% |
| Admin fee / account holder | $688 | $4,395-84.3% | $5,329-87.1% | $5,403-87.3% |