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 | $46,304 | $81,900-43.5% | $119,609-61.3% | $68,494-32.4% |
| Participation rate | 87.5% | 71.9%+15.6pp | 79.3%+8.2pp | 67.9%+19.6pp |
| Annual return | -16.83% | -23.82%+7.0pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,546 | $2,693-5.5% | $4,232-39.8% | $2,596-1.9% |
| Participant deferral / active EE | $2,951 | $4,148-28.8% | $5,602-47.3% | $4,027-26.7% |
| Admin fee / account holder | $994 | $6,582-84.9% | $10,323-90.4% | $5,403-81.6% |