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 | $38,452 | $64,707-40.6% | $112,228-65.7% | $68,494-43.9% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -15.72% | -11.40%-4.3pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,614 | $2,746-41.2% | $3,635-55.6% | $2,596-37.8% |
| Participant deferral / active EE | $3,361 | $3,565-5.7% | $4,728-28.9% | $4,027-16.5% |
| Admin fee / account holder | $1,566 | $5,232-70.1% | $6,410-75.6% | $5,403-71.0% |