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 | $59,497 | $73,004-18.5% | $90,749-34.4% | $68,494-13.1% |
| Participation rate | 74.2% | 70.8%+3.4pp | 75.7%-1.5pp | 67.9%+6.3pp |
| Annual return | -15.09% | -13.81%-1.3pp | -12.16%-2.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $570 | $2,193-74.0% | $2,921-80.5% | $2,596-78.0% |
| Participant deferral / active EE | $4,014 | $3,627+10.7% | $4,564-12.1% | $4,027-0.3% |
| Admin fee / account holder | $1,731 | $5,896-70.6% | $8,445-79.5% | $5,403-68.0% |