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 | $43,548 | $53,162-18.1% | $91,220-52.3% | $68,494-36.4% |
| Participation rate | 72.3% | 63.2%+9.1pp | 73.2%-0.9pp | 67.9%+4.5pp |
| Annual return | -8.72% | -3.14%-5.6pp | 114.01%-122.7pp | -7.84%-0.9pp |
| Employer contribution / active EE | $620 | $1,709-63.7% | $2,850-78.3% | $2,596-76.1% |
| Participant deferral / active EE | $1,698 | $2,974-42.9% | $4,234-59.9% | $4,027-57.8% |
| Admin fee / account holder | $8,943 | $4,493+99.0% | $5,420+65.0% | $5,403+65.5% |