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 | $31,556 | $59,805-47.2% | $79,550-60.3% | $68,494-53.9% |
| Participation rate | 76.4% | 61.1%+15.3pp | 69.5%+6.9pp | 67.9%+8.5pp |
| Annual return | -15.71% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,515 | $1,505+67.1% | $2,413+4.2% | $2,596-3.1% |
| Participant deferral / active EE | $4,992 | $3,024+65.0% | $3,985+25.3% | $4,027+23.9% |
| Admin fee / account holder | $2,208 | $4,835-54.3% | $6,832-67.7% | $5,403-59.1% |