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 | $37,229 | $64,707-42.5% | $112,228-66.8% | $68,494-45.6% |
| Participation rate | 83.8% | 67.2%+16.6pp | 75.1%+8.7pp | 67.9%+15.9pp |
| Annual return | -18.02% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,463 | $2,746-10.3% | $3,635-32.2% | $2,596-5.2% |
| Participant deferral / active EE | $4,630 | $3,565+29.9% | $4,728-2.1% | $4,027+15.0% |
| Admin fee / account holder | $1,285 | $5,232-75.4% | $6,410-79.9% | $5,403-76.2% |