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 | $50,181 | $81,900-38.7% | $119,609-58.0% | $68,494-26.7% |
| Participation rate | 83.8% | 71.9%+11.9pp | 79.3%+4.5pp | 67.9%+15.9pp |
| Annual return | -16.30% | -23.82%+7.5pp | -14.97%-1.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,816 | $2,693-32.6% | $4,232-57.1% | $2,596-30.1% |
| Participant deferral / active EE | $2,474 | $4,148-40.3% | $5,602-55.8% | $4,027-38.6% |
| Admin fee / account holder | $3,820 | $6,582-42.0% | $10,323-63.0% | $5,403-29.3% |