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 | $25,636 | $158,817-83.9% | $121,196-78.8% | $135,375-81.1% |
| Participation rate | 88.2% | 79.3%+8.9pp | 71.7%+16.5pp | 82.6%+5.6pp |
| Annual return | -5.65% | -0.64%-5.0pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,329 | $5,665-76.5% | $4,022-66.9% | $4,779-72.2% |
| Participant deferral / active EE | $2,772 | $4,005-30.8% | $3,344-17.1% | $5,609-50.6% |
| Admin fee / account holder | $5,982 | $6,512-8.2% | $5,019+19.2% | $10,827-44.8% |