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 | $30,094 | $73,867-59.3% | $143,757-79.1% | $68,494-56.1% |
| Participation rate | 83.0% | 66.7%+16.3pp | 80.3%+2.7pp | 67.9%+15.1pp |
| Annual return | -14.16% | 1.01%-15.2pp | -0.04%-14.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,029 | $3,184-4.9% | $4,951-38.8% | $2,596+16.7% |
| Participant deferral / active EE | $3,702 | $3,384+9.4% | $5,637-34.3% | $4,027-8.1% |
| Admin fee / account holder | $3,193 | $5,755-44.5% | $14,673-78.2% | $5,403-40.9% |