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 | $52,769 | $59,805-11.8% | $79,550-33.7% | $68,494-23.0% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | -14.23% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $3,039 | $1,505+102.0% | $2,413+25.9% | $2,596+17.1% |
| Participant deferral / active EE | $3,801 | $3,024+25.7% | $3,985-4.6% | $4,027-5.6% |
| Admin fee / account holder | $10,147 | $4,835+109.9% | $6,832+48.5% | $5,403+87.8% |