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 | $43,730 | $54,229-19.4% | $70,092-37.6% | $68,494-36.2% |
| Participation rate | 97.6% | 64.5%+33.1pp | 70.5%+27.1pp | 67.9%+29.7pp |
| Annual return | -18.43% | -13.87%-4.6pp | 190.73%-209.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $2,496 | $2,018+23.7% | $2,559-2.5% | $2,596-3.9% |
| Participant deferral / active EE | $2,799 | $2,956-5.3% | $3,849-27.3% | $4,027-30.5% |
| Admin fee / account holder | $1,913 | $4,694-59.3% | $6,267-69.5% | $5,403-64.6% |