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 | $32,884 | $56,357-41.6% | $104,294-68.5% | $68,494-52.0% |
| Participation rate | 78.4% | 63.3%+15.1pp | 73.3%+5.1pp | 67.9%+10.5pp |
| Annual return | -15.78% | -9.19%-6.6pp | 24.61%-40.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,285 | $1,960-34.4% | $3,372-61.9% | $2,596-50.5% |
| Participant deferral / active EE | $2,592 | $3,077-15.8% | $4,625-44.0% | $4,027-35.6% |
| Admin fee / account holder | $3,464 | $4,903-29.3% | $7,339-52.8% | $5,403-35.9% |