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 | $38,758 | $71,883-46.1% | $86,677-55.3% | $68,494-43.4% |
| Participation rate | 71.8% | 72.2%-0.5pp | 76.6%-4.8pp | 67.9%+3.9pp |
| Annual return | -17.41% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,849 | $2,173-14.9% | $2,836-34.8% | $2,596-28.8% |
| Participant deferral / active EE | $2,865 | $3,779-24.2% | $4,656-38.5% | $4,027-28.9% |
| Admin fee / account holder | $3,464 | $6,112-43.3% | $7,493-53.8% | $5,403-35.9% |