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 | $37,107 | $62,586-40.7% | $76,768-51.7% | $64,186-42.2% |
| Participation rate | 75.6% | 72.8%+2.7pp | 77.0%-1.4pp | 69.6%+6.0pp |
| Annual return | -7.47% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,377 | $1,832-24.9% | $2,485-44.6% | $2,381-42.2% |
| Participant deferral / active EE | $2,603 | $3,145-17.2% | $3,852-32.4% | $3,470-25.0% |
| Admin fee / account holder | $1,076 | $4,667-76.9% | $6,675-83.9% | $4,888-78.0% |