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 | $45,490 | $81,900-44.5% | $119,609-62.0% | $68,494-33.6% |
| Participation rate | 75.0% | 71.9%+3.1pp | 79.3%-4.3pp | 67.9%+7.1pp |
| Annual return | -10.57% | -23.82%+13.2pp | -14.97%+4.4pp | -7.84%-2.7pp |
| Employer contribution / active EE | $1,700 | $2,693-36.9% | $4,232-59.8% | $2,596-34.5% |
| Participant deferral / active EE | $3,166 | $4,148-23.7% | $5,602-43.5% | $4,027-21.4% |
| Admin fee / account holder | $7,354 | $6,582+11.7% | $10,323-28.8% | $5,403+36.1% |