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 | $45,461 | $71,883-36.8% | $86,677-47.6% | $68,494-33.6% |
| Participation rate | 98.4% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | -15.32% | 3.52%-18.8pp | 35.91%-51.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $9,221 | $2,173+324.4% | $2,836+225.1% | $2,596+255.2% |
| Participant deferral / active EE | $4,190 | $3,779+10.9% | $4,656-10.0% | $4,027+4.0% |
| Admin fee / account holder | $53,119 | $6,112+769.1% | $7,493+608.9% | $5,403+883.2% |