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 | $45,817 | $46,674-1.8% | $117,472-61.0% | $68,494-33.1% |
| Participation rate | 80.0% | 56.8%+23.2pp | 70.6%+9.4pp | 67.9%+12.1pp |
| Annual return | -14.61% | -14.52%-0.1pp | 29.74%-44.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,466 | $1,505+63.9% | $4,176-40.9% | $2,596-5.0% |
| Participant deferral / active EE | $4,725 | $2,636+79.2% | $4,070+16.1% | $4,027+17.3% |
| Admin fee / account holder | $2,266 | $4,020-43.6% | $5,645-59.9% | $5,403-58.1% |