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 | $44,348 | $59,805-25.8% | $79,550-44.3% | $68,494-35.3% |
| Participation rate | 88.3% | 61.1%+27.2pp | 69.5%+18.8pp | 67.9%+20.4pp |
| Annual return | -9.59% | -12.30%+2.7pp | 0.16%-9.8pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,433 | $1,505-4.8% | $2,413-40.6% | $2,596-44.8% |
| Participant deferral / active EE | $4,335 | $3,024+43.3% | $3,985+8.8% | $4,027+7.7% |
| Admin fee / account holder | $1,262 | $4,835-73.9% | $6,832-81.5% | $5,403-76.6% |