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 | $44,836 | $81,900-45.3% | $119,609-62.5% | $68,494-34.5% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -15.88% | -23.82%+7.9pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,785 | $2,693+3.4% | $4,232-34.2% | $2,596+7.3% |
| Participant deferral / active EE | $4,662 | $4,148+12.4% | $5,602-16.8% | $4,027+15.8% |
| Admin fee / account holder | $529 | $6,582-92.0% | $10,323-94.9% | $5,403-90.2% |