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 | $52,886 | $73,867-28.4% | $143,757-63.2% | $68,494-22.8% |
| Participation rate | 88.6% | 66.7%+21.9pp | 80.3%+8.3pp | 67.9%+20.7pp |
| Annual return | -15.71% | 1.01%-16.7pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $5,082 | $3,184+59.6% | $4,951+2.7% | $2,596+95.8% |
| Participant deferral / active EE | $3,223 | $3,384-4.8% | $5,637-42.8% | $4,027-20.0% |
| Admin fee / account holder | $1,686 | $5,755-70.7% | $14,673-88.5% | $5,403-68.8% |