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 | $47,135 | $42,894+9.9% | $60,874-22.6% | $68,494-31.2% |
| Participation rate | 72.1% | 66.8%+5.3pp | 73.1%-1.0pp | 67.9%+4.2pp |
| Annual return | -16.12% | -13.98%-2.1pp | 16.90%-33.0pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,204 | $1,978-39.1% | $2,701-55.4% | $2,596-53.6% |
| Participant deferral / active EE | $3,143 | $2,867+9.6% | $3,817-17.6% | $4,027-22.0% |
| Admin fee / account holder | $19,866 | $3,101+540.7% | $3,224+516.1% | $5,403+267.7% |