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 | $48,581 | $46,674+4.1% | $117,472-58.6% | $68,494-29.1% |
| Participation rate | 76.1% | 56.8%+19.3pp | 70.6%+5.5pp | 67.9%+8.2pp |
| Annual return | -19.08% | -14.52%-4.6pp | 29.74%-48.8pp | -7.84%-11.2pp |
| Employer contribution / active EE | $892 | $1,505-40.7% | $4,176-78.6% | $2,596-65.6% |
| Participant deferral / active EE | $2,428 | $2,636-7.9% | $4,070-40.4% | $4,027-39.7% |
| Admin fee / account holder | $6,853 | $4,020+70.5% | $5,645+21.4% | $5,403+26.8% |