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 | $41,885 | $81,900-48.9% | $119,609-65.0% | $68,494-38.8% |
| Participation rate | 82.5% | 71.9%+10.6pp | 79.3%+3.3pp | 67.9%+14.7pp |
| Annual return | -17.63% | -23.82%+6.2pp | -14.97%-2.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,502 | $2,693-7.1% | $4,232-40.9% | $2,596-3.6% |
| Participant deferral / active EE | $4,914 | $4,148+18.5% | $5,602-12.3% | $4,027+22.0% |
| Admin fee / account holder | $20,617 | $6,582+213.2% | $10,323+99.7% | $5,403+281.6% |