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 | $51,912 | $73,004-28.9% | $90,749-42.8% | $68,494-24.2% |
| Participation rate | 75.6% | 70.8%+4.8pp | 75.7%-0.1pp | 67.9%+7.7pp |
| Annual return | -17.66% | -13.81%-3.9pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,497 | $2,193-31.7% | $2,921-48.7% | $2,596-42.3% |
| Participant deferral / active EE | $3,052 | $3,627-15.9% | $4,564-33.1% | $4,027-24.2% |
| Admin fee / account holder | $3,832 | $5,896-35.0% | $8,445-54.6% | $5,403-29.1% |