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 | $45,349 | $64,707-29.9% | $112,228-59.6% | $68,494-33.8% |
| Participation rate | 76.1% | 67.2%+8.9pp | 75.1%+1.0pp | 67.9%+8.2pp |
| Annual return | -18.89% | -11.40%-7.5pp | 27.45%-46.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,669 | $2,746-39.2% | $3,635-54.1% | $2,596-35.7% |
| Participant deferral / active EE | $2,961 | $3,565-16.9% | $4,728-37.4% | $4,027-26.5% |
| Admin fee / account holder | $794 | $5,232-84.8% | $6,410-87.6% | $5,403-85.3% |