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 | $23,272 | $54,229-57.1% | $70,092-66.8% | $68,494-66.0% |
| Participation rate | 72.0% | 64.5%+7.5pp | 70.5%+1.5pp | 67.9%+4.1pp |
| Annual return | -17.51% | -13.87%-3.6pp | 190.73%-208.2pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,433 | $2,018-29.0% | $2,559-44.0% | $2,596-44.8% |
| Participant deferral / active EE | $3,142 | $2,956+6.3% | $3,849-18.3% | $4,027-22.0% |
| Admin fee / account holder | $4,117 | $4,694-12.3% | $6,267-34.3% | $5,403-23.8% |