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 | $43,559 | $53,162-18.1% | $91,220-52.2% | $68,494-36.4% |
| Participation rate | 72.5% | 63.2%+9.3pp | 73.2%-0.7pp | 67.9%+4.6pp |
| Annual return | -12.98% | -3.14%-9.8pp | 114.01%-127.0pp | -7.84%-5.1pp |
| Employer contribution / active EE | $1,281 | $1,709-25.0% | $2,850-55.0% | $2,596-50.6% |
| Participant deferral / active EE | $3,828 | $2,974+28.7% | $4,234-9.6% | $4,027-4.9% |
| Admin fee / account holder | $8,071 | $4,493+79.6% | $5,420+48.9% | $5,403+49.4% |