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 | $39,311 | $64,707-39.2% | $112,228-65.0% | $68,494-42.6% |
| Participation rate | 73.0% | 67.2%+5.8pp | 75.1%-2.1pp | 67.9%+5.1pp |
| Annual return | -19.11% | -11.40%-7.7pp | 27.45%-46.6pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,790 | $2,746+1.6% | $3,635-23.2% | $2,596+7.5% |
| Participant deferral / active EE | $2,174 | $3,565-39.0% | $4,728-54.0% | $4,027-46.0% |
| Admin fee / account holder | $1,317 | $5,232-74.8% | $6,410-79.5% | $5,403-75.6% |