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 | $50,083 | $71,883-30.3% | $86,677-42.2% | $68,494-26.9% |
| Participation rate | 93.9% | 72.2%+21.7pp | 76.6%+17.4pp | 67.9%+26.1pp |
| Annual return | -13.75% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,126 | $2,173-2.1% | $2,836-25.0% | $2,596-18.1% |
| Participant deferral / active EE | $3,315 | $3,779-12.3% | $4,656-28.8% | $4,027-17.7% |
| Admin fee / account holder | $11,447 | $6,112+87.3% | $7,493+52.8% | $5,403+111.9% |