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 | $55,953 | $73,867-24.3% | $143,757-61.1% | $68,494-18.3% |
| Participation rate | 74.5% | 66.7%+7.9pp | 80.3%-5.8pp | 67.9%+6.7pp |
| Annual return | -17.97% | 1.01%-19.0pp | -0.04%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,151 | $3,184-32.5% | $4,951-56.6% | $2,596-17.2% |
| Participant deferral / active EE | $3,177 | $3,384-6.1% | $5,637-43.6% | $4,027-21.1% |
| Admin fee / account holder | $3,472 | $5,755-39.7% | $14,673-76.3% | $5,403-35.7% |