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 5-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 | $42,652 | $73,867-42.3% | $143,757-70.3% | $68,494-37.7% |
| Participation rate | 98.0% | 66.7%+31.4pp | 80.3%+17.7pp | 67.9%+30.2pp |
| Annual return | -17.26% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,816 | $3,184-43.0% | $4,951-63.3% | $2,596-30.0% |
| Participant deferral / active EE | $2,410 | $3,384-28.8% | $5,637-57.2% | $4,027-40.1% |
| Admin fee / account holder | $1,798 | $5,755-68.7% | $14,673-87.7% | $5,403-66.7% |