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 | $47,619 | $64,707-26.4% | $112,228-57.6% | $68,494-30.5% |
| Participation rate | 74.2% | 67.2%+7.0pp | 75.1%-0.9pp | 67.9%+6.3pp |
| Annual return | -15.96% | -11.40%-4.6pp | 27.45%-43.4pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,378 | $2,746-49.8% | $3,635-62.1% | $2,596-46.9% |
| Participant deferral / active EE | $4,216 | $3,565+18.3% | $4,728-10.8% | $4,027+4.7% |
| Admin fee / account holder | $10,125 | $5,232+93.5% | $6,410+58.0% | $5,403+87.4% |