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 | $48,548 | $64,707-25.0% | $112,228-56.7% | $68,494-29.1% |
| Participation rate | 81.3% | 67.2%+14.2pp | 75.1%+6.3pp | 67.9%+13.4pp |
| Annual return | -18.75% | -11.40%-7.3pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,621 | $2,746+68.3% | $3,635+27.1% | $2,596+78.0% |
| Participant deferral / active EE | $2,939 | $3,565-17.6% | $4,728-37.8% | $4,027-27.0% |
| Admin fee / account holder | $2,163 | $5,232-58.7% | $6,410-66.3% | $5,403-60.0% |