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 | $45,624 | $46,674-2.3% | $117,472-61.2% | $68,494-33.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.40% | -14.52%-1.9pp | 29.74%-46.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,661 | $1,505+10.4% | $4,176-60.2% | $2,596-36.0% |
| Participant deferral / active EE | $4,003 | $2,636+51.9% | $4,070-1.6% | $4,027-0.6% |
| Admin fee / account holder | $2,359 | $4,020-41.3% | $5,645-58.2% | $5,403-56.3% |