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 | $38,387 | $59,805-35.8% | $79,550-51.7% | $68,494-44.0% |
| Participation rate | 86.4% | 61.1%+25.3pp | 69.5%+16.9pp | 67.9%+18.5pp |
| Annual return | -12.29% | -12.30%0pp | 0.16%-12.5pp | -7.84%-4.4pp |
| Employer contribution / active EE | $2,156 | $1,505+43.2% | $2,413-10.7% | $2,596-17.0% |
| Participant deferral / active EE | $3,010 | $3,024-0.5% | $3,985-24.5% | $4,027-25.3% |
| Admin fee / account holder | $1,654 | $4,835-65.8% | $6,832-75.8% | $5,403-69.4% |