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 | $50,956 | $71,883-29.1% | $86,677-41.2% | $68,494-25.6% |
| Participation rate | 74.1% | 72.2%+1.8pp | 76.6%-2.5pp | 67.9%+6.2pp |
| Annual return | -18.08% | 3.52%-21.6pp | 35.91%-54.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,581 | $2,173-27.2% | $2,836-44.3% | $2,596-39.1% |
| Participant deferral / active EE | $2,971 | $3,779-21.4% | $4,656-36.2% | $4,027-26.2% |
| Admin fee / account holder | $3,146 | $6,112-48.5% | $7,493-58.0% | $5,403-41.8% |