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 | $48,294 | $73,004-33.8% | $90,749-46.8% | $68,494-29.5% |
| Participation rate | 83.9% | 70.8%+13.0pp | 75.7%+8.2pp | 67.9%+16.0pp |
| Annual return | -15.50% | -13.81%-1.7pp | -12.16%-3.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,575 | $2,193-28.2% | $2,921-46.1% | $2,596-39.3% |
| Participant deferral / active EE | $2,701 | $3,627-25.5% | $4,564-40.8% | $4,027-32.9% |
| Admin fee / account holder | $1,132 | $5,896-80.8% | $8,445-86.6% | $5,403-79.1% |