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 | $46,833 | $64,707-27.6% | $112,228-58.3% | $68,494-31.6% |
| Participation rate | 79.5% | 67.2%+12.4pp | 75.1%+4.5pp | 67.9%+11.7pp |
| Annual return | -17.43% | -11.40%-6.0pp | 27.45%-44.9pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,257 | $2,746-54.2% | $3,635-65.4% | $2,596-51.6% |
| Participant deferral / active EE | $4,805 | $3,565+34.8% | $4,728+1.6% | $4,027+19.3% |
| Admin fee / account holder | $23,019 | $5,232+340.0% | $6,410+259.1% | $5,403+326.1% |