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 | $55,596 | $81,900-32.1% | $119,609-53.5% | $68,494-18.8% |
| Participation rate | 92.5% | 71.9%+20.6pp | 79.3%+13.2pp | 67.9%+24.6pp |
| Annual return | -17.40% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $3,927 | $2,693+45.8% | $4,232-7.2% | $2,596+51.3% |
| Participant deferral / active EE | $4,524 | $4,148+9.1% | $5,602-19.2% | $4,027+12.3% |
| Admin fee / account holder | $3,156 | $6,582-52.1% | $10,323-69.4% | $5,403-41.6% |