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 | $56,591 | $59,805-5.4% | $79,550-28.9% | $68,494-17.4% |
| Participation rate | 75.8% | 61.1%+14.7pp | 69.5%+6.3pp | 67.9%+7.9pp |
| Annual return | -15.21% | -12.30%-2.9pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,348 | $1,505-10.5% | $2,413-44.2% | $2,596-48.1% |
| Participant deferral / active EE | $3,406 | $3,024+12.6% | $3,985-14.5% | $4,027-15.4% |
| Admin fee / account holder | $2,906 | $4,835-39.9% | $6,832-57.5% | $5,403-46.2% |