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 | $42,326 | $64,707-34.6% | $112,228-62.3% | $68,494-38.2% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.1%+19.2pp | 67.9%+26.4pp |
| Annual return | -17.34% | -11.40%-5.9pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,518 | $2,746-8.3% | $3,635-30.7% | $2,596-3.0% |
| Participant deferral / active EE | $8,121 | $3,565+127.8% | $4,728+71.8% | $4,027+101.7% |
| Admin fee / account holder | $2,950 | $5,232-43.6% | $6,410-54.0% | $5,403-45.4% |