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 | $47,248 | $73,004-35.3% | $90,749-47.9% | $68,494-31.0% |
| Participation rate | 87.2% | 70.8%+16.4pp | 75.7%+11.5pp | 67.9%+19.3pp |
| Annual return | -15.09% | -13.81%-1.3pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,311 | $2,193-40.2% | $2,921-55.1% | $2,596-49.5% |
| Participant deferral / active EE | $3,985 | $3,627+9.9% | $4,564-12.7% | $4,027-1.0% |
| Admin fee / account holder | $780 | $5,896-86.8% | $8,445-90.8% | $5,403-85.6% |