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 | $44,776 | $59,805-25.1% | $79,550-43.7% | $68,494-34.6% |
| Participation rate | 77.4% | 61.1%+16.4pp | 69.5%+7.9pp | 67.9%+9.5pp |
| Annual return | -18.00% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,124 | $1,505-25.3% | $2,413-53.4% | $2,596-56.7% |
| Participant deferral / active EE | $5,458 | $3,024+80.5% | $3,985+37.0% | $4,027+35.5% |
| Admin fee / account holder | $5,047 | $4,835+4.4% | $6,832-26.1% | $5,403-6.6% |