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 | $51,652 | $81,900-36.9% | $119,609-56.8% | $68,494-24.6% |
| Participation rate | 75.9% | 71.9%+4.0pp | 79.3%-3.4pp | 67.9%+8.0pp |
| Annual return | -16.24% | -23.82%+7.6pp | -14.97%-1.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,481 | $2,693-45.0% | $4,232-65.0% | $2,596-43.0% |
| Participant deferral / active EE | $3,245 | $4,148-21.8% | $5,602-42.1% | $4,027-19.4% |
| Admin fee / account holder | $13,449 | $6,582+104.3% | $10,323+30.3% | $5,403+148.9% |