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 | $39,344 | $76,912-48.8% | $129,110-69.5% | $68,494-42.6% |
| Participation rate | 78.9% | 69.1%+9.8pp | 77.3%+1.7pp | 67.9%+11.1pp |
| Annual return | -15.54% | -9.78%-5.8pp | -10.94%-4.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,824 | $3,243-43.8% | $5,052-63.9% | $2,596-29.7% |
| Participant deferral / active EE | $3,922 | $4,732-17.1% | $6,542-40.1% | $4,027-2.6% |
| Admin fee / account holder | $10,922 | $6,638+64.5% | $14,302-23.6% | $5,403+102.2% |