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 | $37,899 | $45,863-17.4% | $77,024-50.8% | $68,494-44.7% |
| Participation rate | 78.0% | 55.9%+22.1pp | 67.9%+10.1pp | 67.9%+10.1pp |
| Annual return | -14.34% | 1.72%-16.1pp | 42.32%-56.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,103 | $1,650+27.5% | $2,812-25.2% | $2,596-19.0% |
| Participant deferral / active EE | $3,535 | $2,962+19.3% | $4,426-20.1% | $4,027-12.2% |
| Admin fee / account holder | $11,653 | $3,041+283.2% | $5,425+114.8% | $5,403+115.7% |