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 | $43,877 | $64,707-32.2% | $112,228-60.9% | $68,494-35.9% |
| Participation rate | 89.7% | 67.2%+22.5pp | 75.1%+14.6pp | 67.9%+21.8pp |
| Annual return | -11.98% | -11.40%-0.6pp | 27.45%-39.4pp | -7.84%-4.1pp |
| Employer contribution / active EE | $3,240 | $2,746+18.0% | $3,635-10.8% | $2,596+24.8% |
| Participant deferral / active EE | $3,028 | $3,565-15.1% | $4,728-36.0% | $4,027-24.8% |
| Admin fee / account holder | $1,458 | $5,232-72.1% | $6,410-77.3% | $5,403-73.0% |