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 | $57,436 | $73,867-22.2% | $143,757-60.0% | $68,494-16.1% |
| Participation rate | 79.3% | 66.7%+12.7pp | 80.3%-1.0pp | 67.9%+11.4pp |
| Annual return | -17.36% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,308 | $3,184-58.9% | $4,951-73.6% | $2,596-49.6% |
| Participant deferral / active EE | $3,972 | $3,384+17.4% | $5,637-29.5% | $4,027-1.4% |
| Admin fee / account holder | $21,615 | $5,755+275.6% | $14,673+47.3% | $5,403+300.1% |