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 | $34,041 | $71,883-52.6% | $86,677-60.7% | $68,494-50.3% |
| Participation rate | 96.2% | 72.2%+23.9pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -16.41% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,079 | $2,173-4.3% | $2,836-26.7% | $2,596-19.9% |
| Participant deferral / active EE | $3,469 | $3,779-8.2% | $4,656-25.5% | $4,027-13.9% |
| Admin fee / account holder | $12,833 | $6,112+110.0% | $7,493+71.3% | $5,403+137.5% |