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 | $58,705 | $73,004-19.6% | $90,749-35.3% | $68,494-14.3% |
| Participation rate | 77.8% | 70.8%+6.9pp | 75.7%+2.1pp | 67.9%+9.9pp |
| Annual return | -18.20% | -13.81%-4.4pp | -12.16%-6.0pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,207 | $2,193+0.7% | $2,921-24.4% | $2,596-15.0% |
| Participant deferral / active EE | $5,696 | $3,627+57.1% | $4,564+24.8% | $4,027+41.4% |
| Admin fee / account holder | $2,478 | $5,896-58.0% | $8,445-70.7% | $5,403-54.1% |