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 | $50,132 | $59,805-16.2% | $79,550-37.0% | $68,494-26.8% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.5%+15.1pp | 67.9%+16.7pp |
| Annual return | -13.41% | -12.30%-1.1pp | 0.16%-13.6pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,623 | $1,505+7.9% | $2,413-32.7% | $2,596-37.5% |
| Participant deferral / active EE | $2,474 | $3,024-18.2% | $3,985-37.9% | $4,027-38.6% |
| Admin fee / account holder | $3,720 | $4,835-23.1% | $6,832-45.6% | $5,403-31.1% |