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 | $47,700 | $72,404-34.1% | $110,238-56.7% | $64,186-25.7% |
| Participation rate | 96.5% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | -5.23% | -6.29%+1.1pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,005 | $2,282-12.1% | $3,826-47.6% | $2,381-15.8% |
| Participant deferral / active EE | $1,947 | $3,469-43.9% | $4,672-58.3% | $3,470-43.9% |
| Admin fee / account holder | $1,105 | $5,664-80.5% | $8,547-87.1% | $4,888-77.4% |