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 | $43,455 | $73,867-41.2% | $143,757-69.8% | $68,494-36.6% |
| Participation rate | 83.7% | 66.7%+17.0pp | 80.3%+3.4pp | 67.9%+15.8pp |
| Annual return | -7.74% | 1.01%-8.7pp | -0.04%-7.7pp | -7.84%+0.1pp |
| Employer contribution / active EE | $2,909 | $3,184-8.6% | $4,951-41.2% | $2,596+12.1% |
| Participant deferral / active EE | $3,898 | $3,384+15.2% | $5,637-30.9% | $4,027-3.2% |
| Admin fee / account holder | $1,420 | $5,755-75.3% | $14,673-90.3% | $5,403-73.7% |