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 | $35,788 | $59,805-40.2% | $79,550-55.0% | $68,494-47.7% |
| Participation rate | 95.6% | 61.1%+34.5pp | 69.5%+26.1pp | 67.9%+27.7pp |
| Annual return | -15.49% | -12.30%-3.2pp | 0.16%-15.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,823 | $1,505+21.2% | $2,413-24.4% | $2,596-29.8% |
| Participant deferral / active EE | $4,210 | $3,024+39.2% | $3,985+5.6% | $4,027+4.5% |
| Admin fee / account holder | $1,091 | $4,835-77.4% | $6,832-84.0% | $5,403-79.8% |