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 | $53,582 | $81,900-34.6% | $119,609-55.2% | $68,494-21.8% |
| Participation rate | 88.2% | 71.9%+16.3pp | 79.3%+9.0pp | 67.9%+20.3pp |
| Annual return | -16.52% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,658 | $2,693-38.4% | $4,232-60.8% | $2,596-36.1% |
| Participant deferral / active EE | $3,523 | $4,148-15.1% | $5,602-37.1% | $4,027-12.5% |
| Admin fee / account holder | $2,433 | $6,582-63.0% | $10,323-76.4% | $5,403-55.0% |