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 | $35,058 | $64,707-45.8% | $112,228-68.8% | $68,494-48.8% |
| Participation rate | 75.8% | 67.2%+8.6pp | 75.1%+0.7pp | 67.9%+7.9pp |
| Annual return | -13.80% | -11.40%-2.4pp | 27.45%-41.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,821 | $2,746+2.7% | $3,635-22.4% | $2,596+8.6% |
| Participant deferral / active EE | $6,042 | $3,565+69.5% | $4,728+27.8% | $4,027+50.0% |
| Admin fee / account holder | $6,546 | $5,232+25.1% | $6,410+2.1% | $5,403+21.2% |