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 | $46,201 | $73,867-37.5% | $143,757-67.9% | $68,494-32.5% |
| Participation rate | 86.5% | 66.7%+19.8pp | 80.3%+6.2pp | 67.9%+18.6pp |
| Annual return | -17.45% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,970 | $3,184-38.1% | $4,951-60.2% | $2,596-24.1% |
| Participant deferral / active EE | $3,190 | $3,384-5.7% | $5,637-43.4% | $4,027-20.8% |
| Admin fee / account holder | $6,122 | $5,755+6.4% | $14,673-58.3% | $5,403+13.3% |