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 | $43,302 | $73,867-41.4% | $143,757-69.9% | $68,494-36.8% |
| Participation rate | 80.9% | 66.7%+14.2pp | 80.3%+0.5pp | 67.9%+13.0pp |
| Annual return | -14.98% | 1.01%-16.0pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,702 | $3,184-15.1% | $4,951-45.4% | $2,596+4.1% |
| Participant deferral / active EE | $1,622 | $3,384-52.1% | $5,637-71.2% | $4,027-59.7% |
| Admin fee / account holder | $1,273 | $5,755-77.9% | $14,673-91.3% | $5,403-76.4% |