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 | $59,730 | $73,004-18.2% | $90,749-34.2% | $68,494-12.8% |
| Participation rate | 76.2% | 70.8%+5.4pp | 75.7%+0.5pp | 67.9%+8.3pp |
| Annual return | -11.85% | -13.81%+2.0pp | -12.16%+0.3pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,341 | $2,193-38.8% | $2,921-54.1% | $2,596-48.3% |
| Participant deferral / active EE | $3,595 | $3,627-0.9% | $4,564-21.2% | $4,027-10.7% |
| Admin fee / account holder | $1,349 | $5,896-77.1% | $8,445-84.0% | $5,403-75.0% |