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 | $13,649 | $42,894-68.2% | $60,874-77.6% | $68,494-80.1% |
| Participation rate | 76.9% | 66.8%+10.1pp | 73.1%+3.8pp | 67.9%+9.0pp |
| Annual return | -9.54% | -13.98%+4.4pp | 16.90%-26.4pp | -7.84%-1.7pp |
| Employer contribution / active EE | $1,132 | $1,978-42.8% | $2,701-58.1% | $2,596-56.4% |
| Participant deferral / active EE | $1,691 | $2,867-41.0% | $3,817-55.7% | $4,027-58.0% |
| Admin fee / account holder | $862 | $3,101-72.2% | $3,224-73.3% | $5,403-84.0% |