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 | $51,678 | $59,805-13.6% | $79,550-35.0% | $68,494-24.6% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.5%+3.6pp | 67.9%+5.2pp |
| Annual return | -17.36% | -12.30%-5.1pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,662 | $1,505+10.4% | $2,413-31.1% | $2,596-36.0% |
| Participant deferral / active EE | $3,566 | $3,024+17.9% | $3,985-10.5% | $4,027-11.5% |
| Admin fee / account holder | $586 | $4,835-87.9% | $6,832-91.4% | $5,403-89.2% |