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 | $34,174 | $64,707-47.2% | $112,228-69.5% | $68,494-50.1% |
| Participation rate | 90.6% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.7pp |
| Annual return | -18.90% | -11.40%-7.5pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,823 | $2,746-33.6% | $3,635-49.8% | $2,596-29.8% |
| Participant deferral / active EE | $6,127 | $3,565+71.9% | $4,728+29.6% | $4,027+52.1% |
| Admin fee / account holder | $3,714 | $5,232-29.0% | $6,410-42.1% | $5,403-31.3% |