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 | $29,031 | $56,357-48.5% | $104,294-72.2% | $68,494-57.6% |
| Participation rate | 90.7% | 63.3%+27.5pp | 73.3%+17.5pp | 67.9%+22.9pp |
| Annual return | -16.70% | -9.19%-7.5pp | 24.61%-41.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,785 | $1,960-8.9% | $3,372-47.1% | $2,596-31.2% |
| Participant deferral / active EE | $3,765 | $3,077+22.4% | $4,625-18.6% | $4,027-6.5% |
| Admin fee / account holder | $5,038 | $4,903+2.8% | $7,339-31.4% | $5,403-6.7% |