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 | $59,384 | $81,900-27.5% | $119,609-50.4% | $68,494-13.3% |
| Participation rate | 78.0% | 71.9%+6.2pp | 79.3%-1.2pp | 67.9%+10.2pp |
| Annual return | -16.12% | -23.82%+7.7pp | -14.97%-1.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,007 | $2,693-25.5% | $4,232-52.6% | $2,596-22.7% |
| Participant deferral / active EE | $4,351 | $4,148+4.9% | $5,602-22.3% | $4,027+8.0% |
| Admin fee / account holder | $11,095 | $6,582+68.6% | $10,323+7.5% | $5,403+105.4% |