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 | $38,078 | $64,707-41.2% | $112,228-66.1% | $68,494-44.4% |
| Participation rate | 80.5% | 67.2%+13.3pp | 75.1%+5.4pp | 67.9%+12.6pp |
| Annual return | -12.63% | -11.40%-1.2pp | 27.45%-40.1pp | -7.84%-4.8pp |
| Employer contribution / active EE | $2,646 | $2,746-3.6% | $3,635-27.2% | $2,596+1.9% |
| Participant deferral / active EE | $4,912 | $3,565+37.8% | $4,728+3.9% | $4,027+22.0% |
| Admin fee / account holder | $1,520 | $5,232-70.9% | $6,410-76.3% | $5,403-71.9% |