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 | $27,836 | $59,805-53.5% | $79,550-65.0% | $68,494-59.4% |
| Participation rate | 80.8% | 61.1%+19.7pp | 69.5%+11.3pp | 67.9%+12.9pp |
| Annual return | -13.97% | -12.30%-1.7pp | 0.16%-14.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,762 | $1,505+83.5% | $2,413+14.5% | $2,596+6.4% |
| Participant deferral / active EE | $5,370 | $3,024+77.6% | $3,985+34.8% | $4,027+33.4% |
| Admin fee / account holder | $1,704 | $4,835-64.8% | $6,832-75.1% | $5,403-68.5% |