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 | $48,026 | $77,813-38.3% | $123,544-61.1% | $64,186-25.2% |
| Participation rate | 79.4% | 74.7%+4.7pp | 82.3%-2.9pp | 69.6%+9.8pp |
| Annual return | -3.50% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,295 | $5,240+1.1% | $6,426-17.6% | $3,470+52.6% |
| Admin fee / account holder | $16,118 | $5,519+192.1% | $9,284+73.6% | $4,888+229.7% |