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 | $34,194 | $73,004-53.2% | $90,749-62.3% | $68,494-50.1% |
| Participation rate | 71.7% | 70.8%+0.8pp | 75.7%-4.0pp | 67.9%+3.8pp |
| Annual return | -14.92% | -13.81%-1.1pp | -12.16%-2.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,263 | $2,193-42.4% | $2,921-56.8% | $2,596-51.3% |
| Participant deferral / active EE | $2,710 | $3,627-25.3% | $4,564-40.6% | $4,027-32.7% |
| Admin fee / account holder | $5,768 | $5,896-2.2% | $8,445-31.7% | $5,403+6.8% |