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 | $46,423 | $73,867-37.2% | $143,757-67.7% | $68,494-32.2% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -17.12% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,343 | $3,184+36.4% | $4,951-12.3% | $2,596+67.3% |
| Participant deferral / active EE | $4,754 | $3,384+40.5% | $5,637-15.7% | $4,027+18.1% |
| Admin fee / account holder | $4,525 | $5,755-21.4% | $14,673-69.2% | $5,403-16.3% |