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 | $47,618 | $73,867-35.5% | $143,757-66.9% | $68,494-30.5% |
| Participation rate | 88.3% | 66.7%+21.7pp | 80.3%+8.0pp | 67.9%+20.4pp |
| Annual return | -18.27% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $8,819 | $3,184+177.0% | $4,951+78.1% | $2,596+239.7% |
| Participant deferral / active EE | $4,480 | $3,384+32.4% | $5,637-20.5% | $4,027+11.3% |
| Admin fee / account holder | $13,137 | $5,755+128.3% | $14,673-10.5% | $5,403+143.2% |