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 | $45,465 | $49,177-7.5% | $79,464-42.8% | $64,186-29.2% |
| Participation rate | 70.4% | 65.0%+5.3pp | 73.3%-3.0pp | 69.6%+0.8pp |
| Annual return | -7.22% | -1.16%-6.1pp | 718.14%-725.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $617 | $2,076-70.3% | $2,800-78.0% | $2,381-74.1% |
| Participant deferral / active EE | $3,409 | $2,821+20.8% | $3,704-8.0% | $3,470-1.8% |
| Admin fee / account holder | $1,277 | $3,839-66.7% | $5,113-75.0% | $4,888-73.9% |