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 | $24,155 | $48,265-50.0% | $68,791-64.9% | $68,494-64.7% |
| Participation rate | 91.4% | 60.7%+30.8pp | 69.0%+22.4pp | 67.9%+23.5pp |
| Annual return | -11.94% | -12.71%+0.8pp | -6.38%-5.6pp | -7.84%-4.1pp |
| Employer contribution / active EE | $2,126 | $1,829+16.3% | $2,655-19.9% | $2,596-18.1% |
| Participant deferral / active EE | $6,198 | $2,867+116.2% | $3,941+57.3% | $4,027+53.9% |
| Admin fee / account holder | $10,670 | $4,355+145.0% | $4,932+116.4% | $5,403+97.5% |