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 | $39,993 | $46,674-14.3% | $117,472-66.0% | $68,494-41.6% |
| Participation rate | 72.2% | 56.8%+15.4pp | 70.6%+1.6pp | 67.9%+4.3pp |
| Annual return | -18.40% | -14.52%-3.9pp | 29.74%-48.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,218 | $1,505-19.1% | $4,176-70.8% | $2,596-53.1% |
| Participant deferral / active EE | $3,470 | $2,636+31.6% | $4,070-14.7% | $4,027-13.8% |
| Admin fee / account holder | $4,022 | $4,0200% | $5,645-28.8% | $5,403-25.6% |