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 | $31,256 | $81,900-61.8% | $119,609-73.9% | $68,494-54.4% |
| Participation rate | 81.0% | 71.9%+9.1pp | 79.3%+1.7pp | 67.9%+13.1pp |
| Annual return | -11.81% | -23.82%+12.0pp | -14.97%+3.2pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,748 | $2,693+2.0% | $4,232-35.1% | $2,596+5.8% |
| Participant deferral / active EE | $7,849 | $4,148+89.2% | $5,602+40.1% | $4,027+94.9% |
| Admin fee / account holder | $1,549 | $6,582-76.5% | $10,323-85.0% | $5,403-71.3% |