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 5-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 | $43,354 | $102,553-57.7% | $151,611-71.4% | $66,914-35.2% |
| Participation rate | 76.5% | 85.5%-9.0pp | 87.5%-11.0pp | 69.8%+6.7pp |
| Annual return | -16.73% | -10.82%-5.9pp | 3.33%-20.1pp | 1.58%-18.3pp |
| Employer contribution / active EE | $2,858 | $4,180-31.6% | $6,166-53.6% | $2,544+12.3% |
| Participant deferral / active EE | $6,132 | $6,641-7.7% | $8,363-26.7% | $4,237+44.7% |
| Admin fee / account holder | $6,990 | $630+1009.9% | $11,616-39.8% | $593+1078.3% |