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 | $44,848 | $158,817-71.8% | $121,196-63.0% | $135,375-66.9% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.7%-0.3pp | 82.6%-11.2pp |
| Annual return | -7.57% | -0.64%-6.9pp | 16.93%-24.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,595 | $5,665-54.2% | $4,022-35.5% | $4,779-45.7% |
| Participant deferral / active EE | $5,145 | $4,005+28.5% | $3,344+53.8% | $5,609-8.3% |
| Admin fee / account holder | $11,337 | $6,512+74.1% | $5,019+125.9% | $10,827+4.7% |