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 | $38,608 | $59,805-35.4% | $79,550-51.5% | $68,494-43.6% |
| Participation rate | 81.4% | 61.1%+20.3pp | 69.5%+11.9pp | 67.9%+13.5pp |
| Annual return | -17.33% | -12.30%-5.0pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,184 | $1,505-21.3% | $2,413-50.9% | $2,596-54.4% |
| Participant deferral / active EE | $2,844 | $3,024-6.0% | $3,985-28.6% | $4,027-29.4% |
| Admin fee / account holder | $1,508 | $4,835-68.8% | $6,832-77.9% | $5,403-72.1% |