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 | $48,924 | $72,404-32.4% | $110,238-55.6% | $64,186-23.8% |
| Participation rate | 75.6% | 73.3%+2.2pp | 79.8%-4.3pp | 69.6%+6.0pp |
| Annual return | -7.05% | -6.29%-0.8pp | 314.74%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,890 | $2,282-17.1% | $3,826-50.6% | $2,381-20.6% |
| Participant deferral / active EE | $3,755 | $3,469+8.2% | $4,672-19.6% | $3,470+8.2% |
| Admin fee / account holder | $1,949 | $5,664-65.6% | $8,547-77.2% | $4,888-60.1% |