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 | $56,200 | $81,900-31.4% | $119,609-53.0% | $68,494-17.9% |
| Participation rate | 75.9% | 71.9%+4.0pp | 79.3%-3.3pp | 67.9%+8.0pp |
| Annual return | -18.06% | -23.82%+5.8pp | -14.97%-3.1pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,192 | $2,693+18.5% | $4,232-24.6% | $2,596+22.9% |
| Participant deferral / active EE | $2,157 | $4,148-48.0% | $5,602-61.5% | $4,027-46.4% |
| Admin fee / account holder | $3,699 | $6,582-43.8% | $10,323-64.2% | $5,403-31.5% |