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 | $45,791 | $105,860-56.7% | $90,749-49.5% | $134,475-65.9% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -13.95% | -11.01%-2.9pp | -12.16%-1.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $2,634 | $3,462-23.9% | $2,921-9.8% | $4,740-44.4% |
| Participant deferral / active EE | $4,670 | $5,216-10.5% | $4,564+2.3% | $6,400-27.0% |
| Admin fee / account holder | $1,636 | $13,938-88.3% | $8,445-80.6% | $11,426-85.7% |