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 | $45,435 | $158,817-71.4% | $121,196-62.5% | $135,375-66.4% |
| Participation rate | 70.0% | 79.3%-9.3pp | 71.7%-1.7pp | 82.6%-12.6pp |
| Annual return | -6.03% | -0.64%-5.4pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,649 | $4,005-33.9% | $3,344-20.8% | $5,609-52.8% |
| Admin fee / account holder | $4,562 | $6,512-29.9% | $5,019-9.1% | $10,827-57.9% |