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 5-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 | $33,291 | $48,265-31.0% | $68,791-51.6% | $68,494-51.4% |
| Participation rate | 76.0% | 60.7%+15.3pp | 69.0%+7.0pp | 67.9%+8.1pp |
| Annual return | -11.97% | -12.71%+0.7pp | -6.38%-5.6pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,996 | $1,829+9.1% | $2,655-24.8% | $2,596-23.1% |
| Participant deferral / active EE | $2,317 | $2,867-19.2% | $3,941-41.2% | $4,027-42.5% |
| Admin fee / account holder | $2,792 | $4,355-35.9% | $4,932-43.4% | $5,403-48.3% |