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 9-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 | $50,967 | $73,867-31.0% | $143,757-64.5% | $68,494-25.6% |
| Participation rate | 81.0% | 66.7%+14.4pp | 80.3%+0.7pp | 67.9%+13.1pp |
| Annual return | -10.20% | 1.01%-11.2pp | -0.04%-10.2pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,161 | $3,184-32.1% | $4,951-56.3% | $2,596-16.8% |
| Participant deferral / active EE | $4,573 | $3,384+35.1% | $5,637-18.9% | $4,027+13.5% |
| Admin fee / account holder | $4,985 | $5,755-13.4% | $14,673-66.0% | $5,403-7.7% |