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 | $45,893 | $64,707-29.1% | $112,228-59.1% | $68,494-33.0% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -18.55% | -11.40%-7.1pp | 27.45%-46.0pp | -7.84%-10.7pp |
| Employer contribution / active EE | $806 | $2,746-70.7% | $3,635-77.8% | $2,596-69.0% |
| Participant deferral / active EE | $4,808 | $3,565+34.9% | $4,728+1.7% | $4,027+19.4% |
| Admin fee / account holder | $4,477 | $5,232-14.4% | $6,410-30.2% | $5,403-17.1% |