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 | $40,727 | $56,357-27.7% | $104,294-61.0% | $68,494-40.5% |
| Participation rate | 92.5% | 63.3%+29.2pp | 73.3%+19.2pp | 67.9%+24.6pp |
| Annual return | -15.17% | -9.19%-6.0pp | 24.61%-39.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,372-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,230 | $3,077+37.5% | $4,625-8.5% | $4,027+5.0% |
| Admin fee / account holder | $3,443 | $4,903-29.8% | $7,339-53.1% | $5,403-36.3% |