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 | $45,653 | $46,674-2.2% | $117,472-61.1% | $68,494-33.3% |
| Participation rate | 92.7% | 56.8%+36.0pp | 70.6%+22.1pp | 67.9%+24.8pp |
| Annual return | -5.41% | -14.52%+9.1pp | 29.74%-35.1pp | -7.84%+2.4pp |
| Employer contribution / active EE | $2,367 | $1,505+57.4% | $4,176-43.3% | $2,596-8.8% |
| Participant deferral / active EE | $5,092 | $2,636+93.2% | $4,070+25.1% | $4,027+26.5% |
| Admin fee / account holder | $12,763 | $4,020+217.5% | $5,645+126.1% | $5,403+136.2% |