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 | $32,545 | $42,383-23.2% | $76,523-57.5% | $64,186-49.3% |
| Participation rate | 96.0% | 58.1%+37.9pp | 68.0%+28.0pp | 69.6%+26.4pp |
| Annual return | -4.19% | -16.54%+12.3pp | -0.27%-3.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,852 | $1,563+18.5% | $2,647-30.0% | $2,381-22.2% |
| Participant deferral / active EE | $2,489 | $2,566-3.0% | $3,835-35.1% | $3,470-28.3% |
| Admin fee / account holder | $5,772 | $3,198+80.5% | $4,848+19.1% | $4,888+18.1% |