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 | $51,727 | $59,805-13.5% | $79,550-35.0% | $68,494-24.5% |
| Participation rate | 91.8% | 61.1%+30.7pp | 69.5%+22.3pp | 67.9%+23.9pp |
| Annual return | -15.99% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,323 | $1,505-12.1% | $2,413-45.2% | $2,596-49.0% |
| Participant deferral / active EE | $2,869 | $3,024-5.1% | $3,985-28.0% | $4,027-28.8% |
| Admin fee / account holder | $3,812 | $4,835-21.2% | $6,832-44.2% | $5,403-29.5% |