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 | $31,259 | $64,707-51.7% | $112,228-72.1% | $68,494-54.4% |
| Participation rate | 85.7% | 67.2%+18.6pp | 75.1%+10.7pp | 67.9%+17.8pp |
| Annual return | -18.34% | -11.40%-6.9pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,808 | $2,746+2.3% | $3,635-22.7% | $2,596+8.2% |
| Participant deferral / active EE | $4,127 | $3,565+15.8% | $4,728-12.7% | $4,027+2.5% |
| Admin fee / account holder | $13,076 | $5,232+149.9% | $6,410+104.0% | $5,403+142.0% |