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 | $34,608 | $46,674-25.9% | $117,472-70.5% | $68,494-49.5% |
| Participation rate | 93.3% | 56.8%+36.6pp | 70.6%+22.7pp | 67.9%+25.4pp |
| Annual return | -12.10% | -14.52%+2.4pp | 29.74%-41.8pp | -7.84%-4.3pp |
| Employer contribution / active EE | $2,641 | $1,505+75.6% | $4,176-36.7% | $2,596+1.7% |
| Participant deferral / active EE | $0 | $2,636-100.0% | $4,070-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,547 | $4,020+13.1% | $5,645-19.5% | $5,403-15.8% |