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 | $46,845 | $73,867-36.6% | $143,757-67.4% | $68,494-31.6% |
| Participation rate | 84.1% | 66.7%+17.4pp | 80.3%+3.8pp | 67.9%+16.2pp |
| Annual return | -14.45% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,296 | $3,184+3.5% | $4,951-33.4% | $2,596+27.0% |
| Participant deferral / active EE | $3,210 | $3,384-5.1% | $5,637-43.1% | $4,027-20.3% |
| Admin fee / account holder | $4,652 | $5,755-19.2% | $14,673-68.3% | $5,403-13.9% |