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 | $34,849 | $59,805-41.7% | $79,550-56.2% | $68,494-49.1% |
| Participation rate | 86.1% | 61.1%+25.0pp | 69.5%+16.6pp | 67.9%+18.2pp |
| Annual return | -17.66% | -12.30%-5.4pp | 0.16%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,753 | $1,505+16.5% | $2,413-27.4% | $2,596-32.5% |
| Participant deferral / active EE | $4,160 | $3,024+37.6% | $3,985+4.4% | $4,027+3.3% |
| Admin fee / account holder | $4,512 | $4,835-6.7% | $6,832-34.0% | $5,403-16.5% |