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 | $47,470 | $72,388-34.4% | $111,392-57.4% | $64,186-26.0% |
| Participation rate | 80.0% | 70.5%+9.5pp | 78.9%+1.1pp | 69.6%+10.4pp |
| Annual return | -6.92% | -1.50%-5.4pp | -2.06%-4.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $753 | $3,000-74.9% | $4,328-82.6% | $2,381-68.4% |
| Participant deferral / active EE | $2,551 | $4,241-39.9% | $5,567-54.2% | $3,470-26.5% |
| Admin fee / account holder | $582 | $5,719-89.8% | $12,266-95.3% | $4,888-88.1% |