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 | $49,039 | $53,162-7.8% | $91,220-46.2% | $68,494-28.4% |
| Participation rate | 93.9% | 63.2%+30.7pp | 73.2%+20.7pp | 67.9%+26.0pp |
| Annual return | -19.72% | -3.14%-16.6pp | 114.01%-133.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,770 | $2,974+60.4% | $4,234+12.7% | $4,027+18.4% |
| Admin fee / account holder | $1,485 | $4,493-67.0% | $5,420-72.6% | $5,403-72.5% |