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 | $54,921 | $73,867-25.6% | $143,757-61.8% | $68,494-19.8% |
| Participation rate | 83.9% | 66.7%+17.2pp | 80.3%+3.6pp | 67.9%+16.0pp |
| Annual return | -18.55% | 1.01%-19.6pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,982 | $3,184-37.8% | $4,951-60.0% | $2,596-23.7% |
| Participant deferral / active EE | $5,378 | $3,384+58.9% | $5,637-4.6% | $4,027+33.6% |
| Admin fee / account holder | $3,138 | $5,755-45.5% | $14,673-78.6% | $5,403-41.9% |