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 | $48,434 | $64,707-25.1% | $112,228-56.8% | $68,494-29.3% |
| Participation rate | 95.5% | 67.2%+28.3pp | 75.1%+20.4pp | 67.9%+27.6pp |
| Annual return | -18.44% | -11.40%-7.0pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $11,916 | $2,746+333.9% | $3,635+227.8% | $2,596+359.0% |
| Participant deferral / active EE | $1,725 | $3,565-51.6% | $4,728-63.5% | $4,027-57.2% |
| Admin fee / account holder | $3,803 | $5,232-27.3% | $6,410-40.7% | $5,403-29.6% |