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 | $44,455 | $59,159-24.9% | $159,960-72.2% | $66,914-33.6% |
| Participation rate | 70.4% | 68.1%+2.3pp | 78.0%-7.5pp | 69.8%+0.6pp |
| Annual return | 6.04% | -12.26%+18.3pp | 408.60%-402.6pp | 1.58%+4.5pp |
| Employer contribution / active EE | $1,675 | $1,983-15.5% | $4,226-60.4% | $2,544-34.2% |
| Participant deferral / active EE | $8,191 | $4,395+86.4% | $6,182+32.5% | $4,237+93.3% |
| Admin fee / account holder | $3,188 | $591+439.6% | $8,698-63.3% | $593+437.4% |