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 | $40,901 | $54,229-24.6% | $70,092-41.6% | $68,494-40.3% |
| Participation rate | 93.0% | 64.5%+28.5pp | 70.5%+22.5pp | 67.9%+25.1pp |
| Annual return | -9.20% | -13.87%+4.7pp | 190.73%-199.9pp | -7.84%-1.4pp |
| Employer contribution / active EE | $2,454 | $2,018+21.6% | $2,559-4.1% | $2,596-5.5% |
| Participant deferral / active EE | $4,607 | $2,956+55.9% | $3,849+19.7% | $4,027+14.4% |
| Admin fee / account holder | $7,039 | $4,694+49.9% | $6,267+12.3% | $5,403+30.3% |