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 | $37,578 | $59,805-37.2% | $79,550-52.8% | $68,494-45.1% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.5%+7.4pp | 67.9%+9.0pp |
| Annual return | -14.23% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,332 | $1,505+55.0% | $2,413-3.3% | $2,596-10.2% |
| Participant deferral / active EE | $4,666 | $3,024+54.3% | $3,985+17.1% | $4,027+15.9% |
| Admin fee / account holder | $2,017 | $4,835-58.3% | $6,832-70.5% | $5,403-62.7% |