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 | $27,702 | $81,900-66.2% | $119,609-76.8% | $68,494-59.6% |
| Participation rate | 76.7% | 71.9%+4.8pp | 79.3%-2.6pp | 67.9%+8.8pp |
| Annual return | -12.46% | -23.82%+11.4pp | -14.97%+2.5pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,442 | $2,693-46.4% | $4,232-65.9% | $2,596-44.4% |
| Participant deferral / active EE | $1,918 | $4,148-53.7% | $5,602-65.8% | $4,027-52.4% |
| Admin fee / account holder | $1,639 | $6,582-75.1% | $10,323-84.1% | $5,403-69.7% |