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 | $39,416 | $65,435-39.8% | $86,677-54.5% | $66,914-41.1% |
| Participation rate | 93.0% | 75.5%+17.5pp | 76.6%+16.4pp | 69.8%+23.2pp |
| Annual return | -17.70% | -10.89%-6.8pp | 35.91%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,436 | $2,153-33.3% | $2,836-49.4% | $2,544-43.6% |
| Participant deferral / active EE | $3,231 | $4,100-21.2% | $4,656-30.6% | $4,237-23.8% |
| Admin fee / account holder | $3,103 | $642+383.6% | $7,493-58.6% | $593+423.0% |