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 | $32,005 | $42,894-25.4% | $60,874-47.4% | $68,494-53.3% |
| Participation rate | 89.4% | 66.8%+22.6pp | 73.1%+16.3pp | 67.9%+21.5pp |
| Annual return | -14.84% | -13.98%-0.9pp | 16.90%-31.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,801 | $1,978-9.0% | $2,701-33.3% | $2,596-30.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $4,863 | $3,101+56.8% | $3,224+50.8% | $5,403-10.0% |