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 | $47,049 | $55,002-14.5% | $59,878-21.4% | $56,287-16.4% |
| Participation rate | 74.8% | 75.9%-1.1pp | 74.7%+0.1pp | 69.9%+4.9pp |
| Annual return | -5.32% | 1.13%-6.5pp | 3.46%-8.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,294 | $2,448-6.3% | $2,722-15.7% | $2,111+8.7% |
| Participant deferral / active EE | $3,950 | $3,121+26.6% | $3,402+16.1% | $3,350+17.9% |
| Admin fee / account holder | $2,731 | $236+1058.2% | $3,590-23.9% | $521+424.2% |