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 | $37,255 | $59,805-37.7% | $79,550-53.2% | $68,494-45.6% |
| Participation rate | 78.6% | 61.1%+17.5pp | 69.5%+9.1pp | 67.9%+10.7pp |
| Annual return | -17.89% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $4,919 | $1,505+226.9% | $2,413+103.8% | $2,596+89.5% |
| Participant deferral / active EE | $1,424 | $3,024-52.9% | $3,985-64.3% | $4,027-64.6% |
| Admin fee / account holder | $2,239 | $4,835-53.7% | $6,832-67.2% | $5,403-58.6% |