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 | $46,625 | $59,805-22.0% | $79,550-41.4% | $68,494-31.9% |
| Participation rate | 88.9% | 61.1%+27.8pp | 69.5%+19.4pp | 67.9%+21.0pp |
| Annual return | -19.03% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,379 | $1,505-8.4% | $2,413-42.9% | $2,596-46.9% |
| Participant deferral / active EE | $4,574 | $3,024+51.2% | $3,985+14.8% | $4,027+13.6% |
| Admin fee / account holder | $543 | $4,835-88.8% | $6,832-92.0% | $5,403-89.9% |