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 | $38,543 | $64,707-40.4% | $112,228-65.7% | $68,494-43.7% |
| Participation rate | 88.4% | 67.2%+21.2pp | 75.1%+13.3pp | 67.9%+20.5pp |
| Annual return | -17.30% | -11.40%-5.9pp | 27.45%-44.8pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,185 | $2,746-56.8% | $3,635-67.4% | $2,596-54.3% |
| Participant deferral / active EE | $5,362 | $3,565+50.4% | $4,728+13.4% | $4,027+33.2% |
| Admin fee / account holder | $1,443 | $5,232-72.4% | $6,410-77.5% | $5,403-73.3% |