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 | $34,838 | $64,707-46.2% | $112,228-69.0% | $68,494-49.1% |
| Participation rate | 75.9% | 67.2%+8.7pp | 75.1%+0.8pp | 67.9%+8.0pp |
| Annual return | -19.10% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,968 | $2,746-28.3% | $3,635-45.8% | $2,596-24.2% |
| Participant deferral / active EE | $5,346 | $3,565+50.0% | $4,728+13.1% | $4,027+32.7% |
| Admin fee / account holder | $712 | $5,232-86.4% | $6,410-88.9% | $5,403-86.8% |