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 | $31,540 | $56,357-44.0% | $104,294-69.8% | $68,494-54.0% |
| Participation rate | 72.5% | 63.3%+9.2pp | 73.3%-0.8pp | 67.9%+4.6pp |
| Annual return | -13.27% | -9.19%-4.1pp | 24.61%-37.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,147 | $1,960-41.5% | $3,372-66.0% | $2,596-55.8% |
| Participant deferral / active EE | $2,553 | $3,077-17.0% | $4,625-44.8% | $4,027-36.6% |
| Admin fee / account holder | $4,818 | $4,903-1.7% | $7,339-34.4% | $5,403-10.8% |