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 | $40,420 | $59,805-32.4% | $79,550-49.2% | $68,494-41.0% |
| Participation rate | 87.8% | 61.1%+26.7pp | 69.5%+18.3pp | 67.9%+19.9pp |
| Annual return | -11.68% | -12.30%+0.6pp | 0.16%-11.8pp | -7.84%-3.8pp |
| Employer contribution / active EE | $5,089 | $1,505+238.1% | $2,413+110.9% | $2,596+96.0% |
| Participant deferral / active EE | $5,277 | $3,024+74.5% | $3,985+32.4% | $4,027+31.0% |
| Admin fee / account holder | $53,457 | $4,835+1005.7% | $6,832+682.4% | $5,403+889.4% |