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 | $32,165 | $73,004-55.9% | $90,749-64.6% | $68,494-53.0% |
| Participation rate | 83.3% | 70.8%+12.5pp | 75.7%+7.6pp | 67.9%+15.4pp |
| Annual return | -15.47% | -13.81%-1.7pp | -12.16%-3.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,905 | $2,193-13.1% | $2,921-34.8% | $2,596-26.6% |
| Participant deferral / active EE | $2,177 | $3,627-40.0% | $4,564-52.3% | $4,027-45.9% |
| Admin fee / account holder | $3,138 | $5,896-46.8% | $8,445-62.8% | $5,403-41.9% |