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 | $42,894 | $73,004-41.2% | $90,749-52.7% | $68,494-37.4% |
| Participation rate | 83.7% | 70.8%+12.9pp | 75.7%+8.0pp | 67.9%+15.8pp |
| Annual return | -15.81% | -13.81%-2.0pp | -12.16%-3.6pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,246 | $2,193+2.4% | $2,921-23.1% | $2,596-13.5% |
| Participant deferral / active EE | $5,512 | $3,627+52.0% | $4,564+20.8% | $4,027+36.9% |
| Admin fee / account holder | $4,536 | $5,896-23.1% | $8,445-46.3% | $5,403-16.0% |