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 | $48,704 | $45,825+6.3% | $90,645-46.3% | $56,287-13.5% |
| Participation rate | 74.0% | 66.7%+7.3pp | 74.0%0pp | 69.9%+4.1pp |
| Annual return | -5.94% | 38.64%-44.6pp | 1.88%-7.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $488 | $1,372-64.4% | $2,532-80.7% | $2,111-76.9% |
| Participant deferral / active EE | $3,358 | $2,562+31.1% | $3,425-1.9% | $3,350+0.3% |
| Admin fee / account holder | $3,002 | $413+627.6% | $4,994-39.9% | $521+476.3% |