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 | $26,150 | $53,162-50.8% | $91,220-71.3% | $68,494-61.8% |
| Participation rate | 81.8% | 63.2%+18.6pp | 73.2%+8.6pp | 67.9%+13.9pp |
| Annual return | -19.22% | -3.14%-16.1pp | 114.01%-133.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,774 | $1,709+3.8% | $2,850-37.8% | $2,596-31.7% |
| Participant deferral / active EE | $2,308 | $2,974-22.4% | $4,234-45.5% | $4,027-42.7% |
| Admin fee / account holder | $2,077 | $4,493-53.8% | $5,420-61.7% | $5,403-61.6% |