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 4-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 | $41,266 | $71,883-42.6% | $86,677-52.4% | $68,494-39.8% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -15.49% | 3.52%-19.0pp | 35.91%-51.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,840 | $2,173+30.7% | $2,836+0.1% | $2,596+9.4% |
| Participant deferral / active EE | $4,895 | $3,779+29.6% | $4,656+5.1% | $4,027+21.6% |
| Admin fee / account holder | $16,304 | $6,112+166.8% | $7,493+117.6% | $5,403+201.8% |