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 | $47,682 | $167,307-71.5% | $143,757-66.8% | $134,475-64.5% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -10.86% | 0.46%-11.3pp | -0.04%-10.8pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,113 | $5,619-62.4% | $4,951-57.3% | $4,740-55.4% |
| Participant deferral / active EE | $3,561 | $6,446-44.7% | $5,637-36.8% | $6,400-44.4% |
| Admin fee / account holder | $33,579 | $18,088+85.6% | $14,673+128.8% | $11,426+193.9% |