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 | $51,358 | $72,607-29.3% | $90,749-43.4% | $66,914-23.2% |
| Participation rate | 93.2% | 73.7%+19.5pp | 75.7%+17.5pp | 69.8%+23.4pp |
| Annual return | -15.26% | -12.28%-3.0pp | -12.16%-3.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $2,041 | $2,369-13.8% | $2,921-30.1% | $2,544-19.8% |
| Participant deferral / active EE | $5,752 | $3,977+44.6% | $4,564+26.0% | $4,237+35.8% |
| Admin fee / account holder | $11,670 | $707+1550.1% | $8,445+38.2% | $593+1867.2% |