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 | $25,441 | $59,805-57.5% | $79,550-68.0% | $68,494-62.9% |
| Participation rate | 91.0% | 61.1%+30.0pp | 69.5%+21.6pp | 67.9%+23.2pp |
| Annual return | -16.47% | -12.30%-4.2pp | 0.16%-16.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,398 | $1,505-7.1% | $2,413-42.1% | $2,596-46.2% |
| Participant deferral / active EE | $3,063 | $3,024+1.3% | $3,985-23.1% | $4,027-23.9% |
| Admin fee / account holder | $852 | $4,835-82.4% | $6,832-87.5% | $5,403-84.2% |