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 | $18,472 | $45,863-59.7% | $77,024-76.0% | $68,494-73.0% |
| Participation rate | 70.4% | 55.9%+14.5pp | 67.9%+2.5pp | 67.9%+2.5pp |
| Annual return | -18.61% | 1.72%-20.3pp | 42.32%-60.9pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,177 | $1,650-28.6% | $2,812-58.1% | $2,596-54.7% |
| Participant deferral / active EE | $3,075 | $2,962+3.8% | $4,426-30.5% | $4,027-23.6% |
| Admin fee / account holder | $6,194 | $3,041+103.7% | $5,425+14.2% | $5,403+14.7% |