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 | $51,740 | $81,900-36.8% | $119,609-56.7% | $68,494-24.5% |
| Participation rate | 91.4% | 71.9%+19.5pp | 79.3%+12.2pp | 67.9%+23.5pp |
| Annual return | -16.96% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,076 | $2,693-60.1% | $4,232-74.6% | $2,596-58.6% |
| Participant deferral / active EE | $3,148 | $4,148-24.1% | $5,602-43.8% | $4,027-21.8% |
| Admin fee / account holder | $8,731 | $6,582+32.7% | $10,323-15.4% | $5,403+61.6% |