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 | $32,900 | $64,707-49.2% | $112,228-70.7% | $68,494-52.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -17.13% | -11.40%-5.7pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,311 | $2,746-52.3% | $3,635-63.9% | $2,596-49.5% |
| Participant deferral / active EE | $2,743 | $3,565-23.1% | $4,728-42.0% | $4,027-31.9% |
| Admin fee / account holder | $5,597 | $5,232+7.0% | $6,410-12.7% | $5,403+3.6% |