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 | $37,152 | $59,805-37.9% | $79,550-53.3% | $68,494-45.8% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | -19.18% | -12.30%-6.9pp | 0.16%-19.3pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,274 | $1,505-15.4% | $2,413-47.2% | $2,596-50.9% |
| Participant deferral / active EE | $2,483 | $3,024-17.9% | $3,985-37.7% | $4,027-38.3% |
| Admin fee / account holder | $1,774 | $4,835-63.3% | $6,832-74.0% | $5,403-67.2% |