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 | $57,008 | $59,805-4.7% | $79,550-28.3% | $68,494-16.8% |
| Participation rate | 71.9% | 61.1%+10.8pp | 69.5%+2.4pp | 67.9%+4.0pp |
| Annual return | -17.80% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,403 | $1,505+59.7% | $2,413-0.4% | $2,596-7.4% |
| Participant deferral / active EE | $5,523 | $3,024+82.6% | $3,985+38.6% | $4,027+37.1% |
| Admin fee / account holder | $3,323 | $4,835-31.3% | $6,832-51.4% | $5,403-38.5% |