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 | $53,058 | $73,004-27.3% | $90,749-41.5% | $68,494-22.5% |
| Participation rate | 78.4% | 70.8%+7.5pp | 75.7%+2.7pp | 67.9%+10.5pp |
| Annual return | -18.53% | -13.81%-4.7pp | -12.16%-6.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,477 | $2,193-32.6% | $2,921-49.4% | $2,596-43.1% |
| Participant deferral / active EE | $2,274 | $3,627-37.3% | $4,564-50.2% | $4,027-43.5% |
| Admin fee / account holder | $6,636 | $5,896+12.6% | $8,445-21.4% | $5,403+22.8% |