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 | $39,606 | $59,805-33.8% | $79,550-50.2% | $68,494-42.2% |
| Participation rate | 81.4% | 61.1%+20.3pp | 69.5%+11.9pp | 67.9%+13.5pp |
| Annual return | -18.12% | -12.30%-5.8pp | 0.16%-18.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,527 | $1,505+1.5% | $2,413-36.7% | $2,596-41.2% |
| Participant deferral / active EE | $2,223 | $3,024-26.5% | $3,985-44.2% | $4,027-44.8% |
| Admin fee / account holder | $2,285 | $4,835-52.7% | $6,832-66.6% | $5,403-57.7% |