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 | $49,223 | $69,010-28.7% | $159,960-69.2% | $68,494-28.1% |
| Participation rate | 78.5% | 65.4%+13.1pp | 78.0%+0.5pp | 67.9%+10.6pp |
| Annual return | -17.82% | -9.65%-8.2pp | 408.60%-426.4pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,312 | $4,212+26.1% | $6,182-14.1% | $4,027+31.9% |
| Admin fee / account holder | $2,043 | $4,798-57.4% | $8,698-76.5% | $5,403-62.2% |