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 | $55,640 | $81,900-32.1% | $119,609-53.5% | $68,494-18.8% |
| Participation rate | 82.2% | 71.9%+10.3pp | 79.3%+3.0pp | 67.9%+14.3pp |
| Annual return | -9.52% | -23.82%+14.3pp | -14.97%+5.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $2,792 | $2,693+3.7% | $4,232-34.0% | $2,596+7.5% |
| Participant deferral / active EE | $3,966 | $4,148-4.4% | $5,602-29.2% | $4,027-1.5% |
| Admin fee / account holder | $17,268 | $6,582+162.4% | $10,323+67.3% | $5,403+219.6% |