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 | $34,345 | $71,883-52.2% | $86,677-60.4% | $68,494-49.9% |
| Participation rate | 77.3% | 72.2%+5.1pp | 76.6%+0.8pp | 67.9%+9.4pp |
| Annual return | -16.40% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,032 | $2,173-52.5% | $2,836-63.6% | $2,596-60.3% |
| Participant deferral / active EE | $1,774 | $3,779-53.1% | $4,656-61.9% | $4,027-56.0% |
| Admin fee / account holder | $2,858 | $6,112-53.2% | $7,493-61.9% | $5,403-47.1% |