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 | $57,308 | $110,094-47.9% | $151,611-62.2% | $68,494-16.3% |
| Participation rate | 96.3% | 84.0%+12.3pp | 87.5%+8.8pp | 67.9%+28.4pp |
| Annual return | -13.56% | -10.12%-3.4pp | 3.33%-16.9pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,464 | $4,471-67.3% | $6,166-76.3% | $2,596-43.6% |
| Participant deferral / active EE | $4,438 | $6,527-32.0% | $8,363-46.9% | $4,027+10.2% |
| Admin fee / account holder | $23,858 | $7,719+209.1% | $11,616+105.4% | $5,403+341.6% |