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 | $35,535 | $42,894-17.2% | $60,874-41.6% | $68,494-48.1% |
| Participation rate | 87.2% | 66.8%+20.4pp | 73.1%+14.1pp | 67.9%+19.3pp |
| Annual return | -17.61% | -13.98%-3.6pp | 16.90%-34.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,783 | $1,978+40.7% | $2,701+3.0% | $2,596+7.2% |
| Participant deferral / active EE | $4,629 | $2,867+61.5% | $3,817+21.3% | $4,027+15.0% |
| Admin fee / account holder | $4,978 | $3,101+60.6% | $3,224+54.4% | $5,403-7.9% |