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 | $48,131 | $59,805-19.5% | $79,550-39.5% | $68,494-29.7% |
| Participation rate | 95.9% | 61.1%+34.8pp | 69.5%+26.4pp | 67.9%+28.0pp |
| Annual return | -10.26% | -12.30%+2.0pp | 0.16%-10.4pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,179 | $1,505+44.8% | $2,413-9.7% | $2,596-16.1% |
| Participant deferral / active EE | $2,257 | $3,024-25.4% | $3,985-43.4% | $4,027-44.0% |
| Admin fee / account holder | $4,267 | $4,835-11.7% | $6,832-37.5% | $5,403-21.0% |