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 | $42,872 | $73,004-41.3% | $90,749-52.8% | $68,494-37.4% |
| Participation rate | 97.6% | 70.8%+26.7pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | -14.35% | -13.81%-0.5pp | -12.16%-2.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,835 | $2,193+29.3% | $2,921-2.9% | $2,596+9.2% |
| Participant deferral / active EE | $3,533 | $3,627-2.6% | $4,564-22.6% | $4,027-12.3% |
| Admin fee / account holder | $5,673 | $5,896-3.8% | $8,445-32.8% | $5,403+5.0% |