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 | $45,006 | $73,867-39.1% | $143,757-68.7% | $68,494-34.3% |
| Participation rate | 73.1% | 66.7%+6.4pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -14.87% | 1.01%-15.9pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $966 | $3,184-69.7% | $4,951-80.5% | $2,596-62.8% |
| Participant deferral / active EE | $2,889 | $3,384-14.6% | $5,637-48.7% | $4,027-28.3% |
| Admin fee / account holder | $9,462 | $5,755+64.4% | $14,673-35.5% | $5,403+75.1% |