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 | $26,955 | $59,805-54.9% | $79,550-66.1% | $68,494-60.6% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.5%+12.0pp | 67.9%+13.6pp |
| Annual return | -16.57% | -12.30%-4.3pp | 0.16%-16.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,679 | $1,505+11.6% | $2,413-30.4% | $2,596-35.3% |
| Participant deferral / active EE | $2,126 | $3,024-29.7% | $3,985-46.7% | $4,027-47.2% |
| Admin fee / account holder | $2,056 | $4,835-57.5% | $6,832-69.9% | $5,403-62.0% |