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 | $49,397 | $73,867-33.1% | $143,757-65.6% | $68,494-27.9% |
| Participation rate | 91.7% | 66.7%+25.0pp | 80.3%+11.4pp | 67.9%+23.8pp |
| Annual return | -15.22% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,739 | $3,184-45.4% | $4,951-64.9% | $2,596-33.0% |
| Participant deferral / active EE | $3,118 | $3,384-7.9% | $5,637-44.7% | $4,027-22.6% |
| Admin fee / account holder | $2,201 | $5,755-61.8% | $14,673-85.0% | $5,403-59.3% |