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 | $33,920 | $81,900-58.6% | $119,609-71.6% | $68,494-50.5% |
| Participation rate | 72.9% | 71.9%+1.0pp | 79.3%-6.3pp | 67.9%+5.0pp |
| Annual return | -9.07% | -23.82%+14.7pp | -14.97%+5.9pp | -7.84%-1.2pp |
| Employer contribution / active EE | $819 | $2,693-69.6% | $4,232-80.7% | $2,596-68.5% |
| Participant deferral / active EE | $7,197 | $4,148+73.5% | $5,602+28.5% | $4,027+78.7% |
| Admin fee / account holder | $6,736 | $6,582+2.3% | $10,323-34.7% | $5,403+24.7% |