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 | $56,184 | $59,805-6.1% | $79,550-29.4% | $68,494-18.0% |
| Participation rate | 93.2% | 61.1%+32.1pp | 69.5%+23.7pp | 67.9%+25.3pp |
| Annual return | -12.25% | -12.30%+0.1pp | 0.16%-12.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,221 | $1,505-18.9% | $2,413-49.4% | $2,596-53.0% |
| Participant deferral / active EE | $5,007 | $3,024+65.5% | $3,985+25.6% | $4,027+24.3% |
| Admin fee / account holder | $11,675 | $4,835+141.5% | $6,832+70.9% | $5,403+116.1% |