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 | $55,024 | $81,900-32.8% | $119,609-54.0% | $68,494-19.7% |
| Participation rate | 71.1% | 71.9%-0.8pp | 79.3%-8.2pp | 67.9%+3.2pp |
| Annual return | -15.12% | -23.82%+8.7pp | -14.97%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $2,009 | $2,693-25.4% | $4,232-52.5% | $2,596-22.6% |
| Participant deferral / active EE | $2,861 | $4,148-31.0% | $5,602-48.9% | $4,027-29.0% |
| Admin fee / account holder | $8,518 | $6,582+29.4% | $10,323-17.5% | $5,403+57.7% |