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 | $41,271 | $42,894-3.8% | $60,874-32.2% | $68,494-39.7% |
| Participation rate | 90.2% | 66.8%+23.5pp | 73.1%+17.1pp | 67.9%+22.4pp |
| Annual return | -13.65% | -13.98%+0.3pp | 16.90%-30.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,798 | $1,978-9.1% | $2,701-33.5% | $2,596-30.8% |
| Participant deferral / active EE | $3,047 | $2,867+6.3% | $3,817-20.2% | $4,027-24.3% |
| Admin fee / account holder | $1,703 | $3,101-45.1% | $3,224-47.2% | $5,403-68.5% |