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 | $54,156 | $73,004-25.8% | $90,749-40.3% | $68,494-20.9% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -15.78% | -13.81%-2.0pp | -12.16%-3.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,073 | $2,193-51.1% | $2,921-63.3% | $2,596-58.7% |
| Participant deferral / active EE | $2,438 | $3,627-32.8% | $4,564-46.6% | $4,027-39.5% |
| Admin fee / account holder | $2,527 | $5,896-57.1% | $8,445-70.1% | $5,403-53.2% |