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 | $34,235 | $64,707-47.1% | $112,228-69.5% | $68,494-50.0% |
| Participation rate | 76.1% | 67.2%+8.9pp | 75.1%+1.0pp | 67.9%+8.2pp |
| Annual return | -15.40% | -11.40%-4.0pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,799 | $2,746-34.5% | $3,635-50.5% | $2,596-30.7% |
| Participant deferral / active EE | $3,943 | $3,565+10.6% | $4,728-16.6% | $4,027-2.1% |
| Admin fee / account holder | $2,658 | $5,232-49.2% | $6,410-58.5% | $5,403-50.8% |