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 5-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 | $55,805 | $81,900-31.9% | $119,609-53.3% | $68,494-18.5% |
| Participation rate | 71.9% | 71.9%0pp | 79.3%-7.4pp | 67.9%+4.0pp |
| Annual return | -9.59% | -23.82%+14.2pp | -14.97%+5.4pp | -7.84%-1.8pp |
| Employer contribution / active EE | $2,036 | $2,693-24.4% | $4,232-51.9% | $2,596-21.6% |
| Participant deferral / active EE | $3,472 | $4,148-16.3% | $5,602-38.0% | $4,027-13.8% |
| Admin fee / account holder | $6,413 | $6,582-2.6% | $10,323-37.9% | $5,403+18.7% |