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 | $41,929 | $59,805-29.9% | $79,550-47.3% | $68,494-38.8% |
| Participation rate | 93.5% | 61.1%+32.5pp | 69.5%+24.1pp | 67.9%+25.7pp |
| Annual return | -17.02% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,495 | $1,505-0.6% | $2,413-38.0% | $2,596-42.4% |
| Participant deferral / active EE | $3,131 | $3,024+3.5% | $3,985-21.4% | $4,027-22.2% |
| Admin fee / account holder | $9,846 | $4,835+103.7% | $6,832+44.1% | $5,403+82.2% |