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 | $46,156 | $53,162-13.2% | $91,220-49.4% | $68,494-32.6% |
| Participation rate | 75.6% | 63.2%+12.4pp | 73.2%+2.4pp | 67.9%+7.7pp |
| Annual return | -12.87% | -3.14%-9.7pp | 114.01%-126.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,966 | $1,709+15.0% | $2,850-31.0% | $2,596-24.3% |
| Participant deferral / active EE | $3,700 | $2,974+24.4% | $4,234-12.6% | $4,027-8.1% |
| Admin fee / account holder | $23,592 | $4,493+425.0% | $5,420+335.3% | $5,403+336.7% |