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 | $47,894 | $142,344-66.4% | $119,609-60.0% | $134,475-64.4% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -17.97% | -12.44%-5.5pp | -14.97%-3.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $3,139 | $5,222-39.9% | $4,232-25.8% | $4,740-33.8% |
| Participant deferral / active EE | $6,308 | $6,469-2.5% | $5,602+12.6% | $6,400-1.4% |
| Admin fee / account holder | $3,592 | $13,584-73.6% | $10,323-65.2% | $11,426-68.6% |