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 9-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 | $39,594 | $73,867-46.4% | $143,757-72.5% | $68,494-42.2% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -18.95% | 1.01%-20.0pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,878 | $3,184-41.0% | $4,951-62.1% | $2,596-27.7% |
| Participant deferral / active EE | $4,166 | $3,384+23.1% | $5,637-26.1% | $4,027+3.5% |
| Admin fee / account holder | $2,720 | $5,755-52.7% | $14,673-81.5% | $5,403-49.7% |