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 | $41,273 | $64,707-36.2% | $112,228-63.2% | $68,494-39.7% |
| Participation rate | 78.0% | 67.2%+10.9pp | 75.1%+3.0pp | 67.9%+10.2pp |
| Annual return | -16.52% | -11.40%-5.1pp | 27.45%-44.0pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,873 | $2,746-31.8% | $3,635-48.5% | $2,596-27.8% |
| Participant deferral / active EE | $2,837 | $3,565-20.4% | $4,728-40.0% | $4,027-29.5% |
| Admin fee / account holder | $486 | $5,232-90.7% | $6,410-92.4% | $5,403-91.0% |