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 | $52,442 | $72,404-27.6% | $110,238-52.4% | $64,186-18.3% |
| Participation rate | 70.5% | 73.3%-2.9pp | 79.8%-9.4pp | 69.6%+0.9pp |
| Annual return | -4.22% | -6.29%+2.1pp | 314.74%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,244 | $2,282-45.5% | $3,826-67.5% | $2,381-47.8% |
| Participant deferral / active EE | $2,816 | $3,469-18.8% | $4,672-39.7% | $3,470-18.8% |
| Admin fee / account holder | $583 | $5,664-89.7% | $8,547-93.2% | $4,888-88.1% |