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 | $47,308 | $73,867-36.0% | $143,757-67.1% | $68,494-30.9% |
| Participation rate | 74.1% | 66.7%+7.4pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -16.04% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,835 | $3,384+102.0% | $5,637+21.3% | $4,027+69.7% |
| Admin fee / account holder | $11,843 | $5,755+105.8% | $14,673-19.3% | $5,403+119.2% |