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 | $52,613 | $56,357-6.6% | $104,294-49.6% | $68,494-23.2% |
| Participation rate | 74.6% | 63.3%+11.4pp | 73.3%+1.4pp | 67.9%+6.7pp |
| Annual return | -17.15% | -9.19%-8.0pp | 24.61%-41.8pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,369 | $1,960-30.2% | $3,372-59.4% | $2,596-47.3% |
| Participant deferral / active EE | $2,635 | $3,077-14.4% | $4,625-43.0% | $4,027-34.6% |
| Admin fee / account holder | $1,872 | $4,903-61.8% | $7,339-74.5% | $5,403-65.3% |