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 | $54,679 | $64,707-15.5% | $112,228-51.3% | $68,494-20.2% |
| Participation rate | 71.2% | 67.2%+4.1pp | 75.1%-3.8pp | 67.9%+3.3pp |
| Annual return | -18.37% | -11.40%-7.0pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,517 | $2,746+28.1% | $3,635-3.2% | $2,596+35.5% |
| Participant deferral / active EE | $3,804 | $3,565+6.7% | $4,728-19.5% | $4,027-5.5% |
| Admin fee / account holder | $2,005 | $5,232-61.7% | $6,410-68.7% | $5,403-62.9% |