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 | $42,643 | $54,350-21.5% | $82,719-48.4% | $68,494-37.7% |
| Participation rate | 78.3% | 63.9%+14.4pp | 72.6%+5.8pp | 67.9%+10.4pp |
| Annual return | -13.19% | -13.67%+0.5pp | 701.18%-714.4pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,363 | $2,218+6.5% | $3,009-21.5% | $2,596-9.0% |
| Participant deferral / active EE | $1,777 | $3,246-45.3% | $4,395-59.6% | $4,027-55.9% |
| Admin fee / account holder | $4,217 | $4,395-4.1% | $5,329-20.9% | $5,403-21.9% |