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 | $39,571 | $46,674-15.2% | $117,472-66.3% | $68,494-42.2% |
| Participation rate | 83.9% | 56.8%+27.1pp | 70.6%+13.3pp | 67.9%+16.0pp |
| Annual return | -15.47% | -14.52%-1.0pp | 29.74%-45.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,933 | $1,505+28.5% | $4,176-53.7% | $2,596-25.5% |
| Participant deferral / active EE | $3,364 | $2,636+27.6% | $4,070-17.3% | $4,027-16.5% |
| Admin fee / account holder | $18,418 | $4,020+358.2% | $5,645+226.3% | $5,403+240.9% |