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 | $48,592 | $71,883-32.4% | $86,677-43.9% | $68,494-29.1% |
| Participation rate | 83.1% | 72.2%+10.9pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -15.30% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,304 | $2,173-40.0% | $2,836-54.0% | $2,596-49.8% |
| Participant deferral / active EE | $5,355 | $3,779+41.7% | $4,656+15.0% | $4,027+33.0% |
| Admin fee / account holder | $13,054 | $6,112+113.6% | $7,493+74.2% | $5,403+141.6% |