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 | $50,381 | $73,004-31.0% | $90,749-44.5% | $68,494-26.4% |
| Participation rate | 95.7% | 70.8%+24.8pp | 75.7%+20.0pp | 67.9%+27.8pp |
| Annual return | -12.86% | -13.81%+0.9pp | -12.16%-0.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,118 | $2,193-3.4% | $2,921-27.5% | $2,596-18.4% |
| Participant deferral / active EE | $4,379 | $3,627+20.7% | $4,564-4.1% | $4,027+8.7% |
| Admin fee / account holder | $2,320 | $5,896-60.7% | $8,445-72.5% | $5,403-57.1% |