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 | $40,050 | $42,894-6.6% | $60,874-34.2% | $68,494-41.5% |
| Participation rate | 88.2% | 66.8%+21.4pp | 73.1%+15.1pp | 67.9%+20.3pp |
| Annual return | -2.82% | -13.98%+11.2pp | 16.90%-19.7pp | -7.84%+5.0pp |
| Employer contribution / active EE | $1,147 | $1,978-42.0% | $2,701-57.5% | $2,596-55.8% |
| Participant deferral / active EE | $8,297 | $2,867+189.4% | $3,817+117.4% | $4,027+106.0% |
| Admin fee / account holder | $2,996 | $3,101-3.4% | $3,224-7.1% | $5,403-44.6% |