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 | $61,591 | $81,900-24.8% | $119,609-48.5% | $68,494-10.1% |
| Participation rate | 78.6% | 71.9%+6.7pp | 79.3%-0.7pp | 67.9%+10.7pp |
| Annual return | -14.84% | -23.82%+9.0pp | -14.97%+0.1pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,677 | $2,693-37.7% | $4,232-60.4% | $2,596-35.4% |
| Participant deferral / active EE | $3,977 | $4,148-4.1% | $5,602-29.0% | $4,027-1.3% |
| Admin fee / account holder | $22,065 | $6,582+235.2% | $10,323+113.7% | $5,403+308.4% |