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 | $36,272 | $59,805-39.3% | $79,550-54.4% | $68,494-47.0% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.5%+24.3pp | 67.9%+25.9pp |
| Annual return | -17.71% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,925 | $1,505+94.4% | $2,413+21.2% | $2,596+12.7% |
| Participant deferral / active EE | $2,533 | $3,024-16.3% | $3,985-36.4% | $4,027-37.1% |
| Admin fee / account holder | $478 | $4,835-90.1% | $6,832-93.0% | $5,403-91.1% |