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 | $49,998 | $59,805-16.4% | $79,550-37.1% | $68,494-27.0% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | -17.00% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $2,339 | $1,505+55.4% | $2,413-3.1% | $2,596-9.9% |
| Participant deferral / active EE | $3,631 | $3,024+20.0% | $3,985-8.9% | $4,027-9.8% |
| Admin fee / account holder | $2,134 | $4,835-55.9% | $6,832-68.8% | $5,403-60.5% |