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 4-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 | $23,814 | $59,805-60.2% | $79,550-70.1% | $68,494-65.2% |
| Participation rate | 70.0% | 61.1%+8.9pp | 69.5%+0.5pp | 67.9%+2.1pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,532 | $1,505+1.8% | $2,413-36.5% | $2,596-41.0% |
| Participant deferral / active EE | $2,406 | $3,024-20.5% | $3,985-39.6% | $4,027-40.3% |
| Admin fee / account holder | $720 | $4,835-85.1% | $6,832-89.5% | $5,403-86.7% |