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 6-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 | $56,356 | $54,229+3.9% | $70,092-19.6% | $68,494-17.7% |
| Participation rate | 71.1% | 64.5%+6.6pp | 70.5%+0.6pp | 67.9%+3.2pp |
| Annual return | -15.14% | -13.87%-1.3pp | 190.73%-205.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $846 | $2,018-58.1% | $2,559-66.9% | $2,596-67.4% |
| Participant deferral / active EE | $2,187 | $2,956-26.0% | $3,849-43.2% | $4,027-45.7% |
| Admin fee / account holder | $3,780 | $4,694-19.5% | $6,267-39.7% | $5,403-30.0% |