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 | $36,157 | $53,162-32.0% | $91,220-60.4% | $68,494-47.2% |
| Participation rate | 75.0% | 63.2%+11.8pp | 73.2%+1.8pp | 67.9%+7.1pp |
| Annual return | -17.49% | -3.14%-14.3pp | 114.01%-131.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,176 | $1,709-31.2% | $2,850-58.7% | $2,596-54.7% |
| Participant deferral / active EE | $2,590 | $2,974-12.9% | $4,234-38.8% | $4,027-35.7% |
| Admin fee / account holder | $1,187 | $4,493-73.6% | $5,420-78.1% | $5,403-78.0% |