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 | $43,170 | $71,883-39.9% | $86,677-50.2% | $68,494-37.0% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -16.35% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,138 | $2,173-47.6% | $2,836-59.9% | $2,596-56.2% |
| Participant deferral / active EE | $2,471 | $3,779-34.6% | $4,656-46.9% | $4,027-38.6% |
| Admin fee / account holder | $10,478 | $6,112+71.4% | $7,493+39.8% | $5,403+93.9% |