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 | $48,380 | $53,162-9.0% | $91,220-47.0% | $68,494-29.4% |
| Participation rate | 87.1% | 63.2%+23.8pp | 73.2%+13.9pp | 67.9%+19.2pp |
| Annual return | -12.10% | -3.14%-9.0pp | 114.01%-126.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $1,427 | $1,709-16.5% | $2,850-49.9% | $2,596-45.1% |
| Participant deferral / active EE | $3,830 | $2,974+28.8% | $4,234-9.5% | $4,027-4.9% |
| Admin fee / account holder | $2,253 | $4,493-49.8% | $5,420-58.4% | $5,403-58.3% |