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 | $49,272 | $73,004-32.5% | $90,749-45.7% | $68,494-28.1% |
| Participation rate | 77.8% | 70.8%+6.9pp | 75.7%+2.1pp | 67.9%+9.9pp |
| Annual return | -17.64% | -13.81%-3.8pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,527 | $2,193+15.2% | $2,921-13.5% | $2,596-2.7% |
| Participant deferral / active EE | $4,627 | $3,627+27.6% | $4,564+1.4% | $4,027+14.9% |
| Admin fee / account holder | $765 | $5,896-87.0% | $8,445-90.9% | $5,403-85.8% |