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 | $50,767 | $64,707-21.5% | $112,228-54.8% | $68,494-25.9% |
| Participation rate | 81.5% | 67.2%+14.3pp | 75.1%+6.4pp | 67.9%+13.6pp |
| Annual return | -17.83% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,822 | $2,746-33.6% | $3,635-49.9% | $2,596-29.8% |
| Participant deferral / active EE | $3,005 | $3,565-15.7% | $4,728-36.4% | $4,027-25.4% |
| Admin fee / account holder | $4,581 | $5,232-12.4% | $6,410-28.5% | $5,403-15.2% |