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 | $49,568 | $81,900-39.5% | $119,609-58.6% | $68,494-27.6% |
| Participation rate | 90.0% | 71.9%+18.1pp | 79.3%+10.7pp | 67.9%+22.1pp |
| Annual return | -14.66% | -23.82%+9.2pp | -14.97%+0.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $738 | $2,693-72.6% | $4,232-82.6% | $2,596-71.6% |
| Participant deferral / active EE | $4,037 | $4,148-2.7% | $5,602-27.9% | $4,027+0.3% |
| Admin fee / account holder | $5,831 | $6,582-11.4% | $10,323-43.5% | $5,403+7.9% |