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 | $39,400 | $81,900-51.9% | $119,609-67.1% | $68,494-42.5% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -16.54% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,102 | $2,693-59.1% | $4,232-74.0% | $2,596-57.6% |
| Participant deferral / active EE | $4,705 | $4,148+13.4% | $5,602-16.0% | $4,027+16.8% |
| Admin fee / account holder | $445 | $6,582-93.2% | $10,323-95.7% | $5,403-91.8% |