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 | $38,025 | $81,900-53.6% | $119,609-68.2% | $68,494-44.5% |
| Participation rate | 76.0% | 71.9%+4.1pp | 79.3%-3.3pp | 67.9%+8.1pp |
| Annual return | -12.41% | -23.82%+11.4pp | -14.97%+2.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,624 | $2,693-2.6% | $4,232-38.0% | $2,596+1.1% |
| Participant deferral / active EE | $4,527 | $4,148+9.1% | $5,602-19.2% | $4,027+12.4% |
| Admin fee / account holder | $2,720 | $6,582-58.7% | $10,323-73.7% | $5,403-49.7% |