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 | $47,168 | $56,357-16.3% | $104,294-54.8% | $68,494-31.1% |
| Participation rate | 88.9% | 63.3%+25.6pp | 73.3%+15.6pp | 67.9%+21.0pp |
| Annual return | -12.23% | -9.19%-3.0pp | 24.61%-36.8pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,706 | $1,960-13.0% | $3,372-49.4% | $2,596-34.3% |
| Participant deferral / active EE | $2,485 | $3,077-19.2% | $4,625-46.3% | $4,027-38.3% |
| Admin fee / account holder | $16,023 | $4,903+226.8% | $7,339+118.3% | $5,403+196.6% |