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 | $51,038 | $59,805-14.7% | $79,550-35.8% | $68,494-25.5% |
| Participation rate | 91.7% | 61.1%+30.6pp | 69.5%+22.2pp | 67.9%+23.8pp |
| Annual return | -19.00% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,582 | $1,505+71.5% | $2,413+7.0% | $2,596-0.6% |
| Participant deferral / active EE | $7,549 | $3,024+149.6% | $3,985+89.4% | $4,027+87.5% |
| Admin fee / account holder | $2,148 | $4,835-55.6% | $6,832-68.6% | $5,403-60.2% |