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 | $49,265 | $73,867-33.3% | $143,757-65.7% | $68,494-28.1% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -10.75% | 1.01%-11.8pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $4,643 | $3,184+45.8% | $4,951-6.2% | $2,596+78.8% |
| Participant deferral / active EE | $1,962 | $3,384-42.0% | $5,637-65.2% | $4,027-51.3% |
| Admin fee / account holder | $33,595 | $5,755+483.8% | $14,673+129.0% | $5,403+521.8% |