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 | $56,451 | $81,900-31.1% | $119,609-52.8% | $68,494-17.6% |
| Participation rate | 84.0% | 71.9%+12.1pp | 79.3%+4.7pp | 67.9%+16.1pp |
| Annual return | -2.20% | -23.82%+21.6pp | -14.97%+12.8pp | -7.84%+5.6pp |
| Employer contribution / active EE | $3,323 | $2,693+23.4% | $4,232-21.5% | $2,596+28.0% |
| Participant deferral / active EE | $5,413 | $4,148+30.5% | $5,602-3.4% | $4,027+34.4% |
| Admin fee / account holder | $49,338 | $6,582+649.6% | $10,323+377.9% | $5,403+813.2% |