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 | $38,174 | $64,707-41.0% | $112,228-66.0% | $68,494-44.3% |
| Participation rate | 74.2% | 67.2%+7.0pp | 75.1%-0.9pp | 67.9%+6.3pp |
| Annual return | -7.57% | -11.40%+3.8pp | 27.45%-35.0pp | -7.84%+0.3pp |
| Employer contribution / active EE | $2,646 | $2,746-3.6% | $3,635-27.2% | $2,596+1.9% |
| Participant deferral / active EE | $2,852 | $3,565-20.0% | $4,728-39.7% | $4,027-29.2% |
| Admin fee / account holder | $1,708 | $5,232-67.4% | $6,410-73.4% | $5,403-68.4% |