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 | $52,122 | $59,805-12.8% | $79,550-34.5% | $68,494-23.9% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.5%+27.1pp | 67.9%+28.7pp |
| Annual return | -17.96% | -12.30%-5.7pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,370 | $1,505-9.0% | $2,413-43.2% | $2,596-47.2% |
| Participant deferral / active EE | $3,318 | $3,024+9.7% | $3,985-16.7% | $4,027-17.6% |
| Admin fee / account holder | $1,262 | $4,835-73.9% | $6,832-81.5% | $5,403-76.6% |