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 | $67,147 | $71,883-6.6% | $86,677-22.5% | $68,494-2.0% |
| Participation rate | 76.8% | 72.2%+4.5pp | 76.6%+0.2pp | 67.9%+8.9pp |
| Annual return | -14.92% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,331 | $2,173-38.7% | $2,836-53.1% | $2,596-48.7% |
| Participant deferral / active EE | $3,698 | $3,779-2.1% | $4,656-20.6% | $4,027-8.2% |
| Admin fee / account holder | $2,140 | $6,112-65.0% | $7,493-71.4% | $5,403-60.4% |