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 | $40,891 | $53,162-23.1% | $91,220-55.2% | $68,494-40.3% |
| Participation rate | 72.6% | 63.2%+9.4pp | 73.2%-0.6pp | 67.9%+4.7pp |
| Annual return | -19.72% | -3.14%-16.6pp | 114.01%-133.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,011 | $1,709+76.2% | $2,850+5.7% | $2,596+16.0% |
| Participant deferral / active EE | $6,666 | $2,974+124.2% | $4,234+57.4% | $4,027+65.5% |
| Admin fee / account holder | $2,191 | $4,493-51.2% | $5,420-59.6% | $5,403-59.5% |