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 | $42,874 | $64,707-33.7% | $112,228-61.8% | $68,494-37.4% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -13.27% | -11.40%-1.9pp | 27.45%-40.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,754 | $2,746-36.1% | $3,635-51.7% | $2,596-32.4% |
| Participant deferral / active EE | $3,841 | $3,565+7.7% | $4,728-18.8% | $4,027-4.6% |
| Admin fee / account holder | $1,583 | $5,232-69.7% | $6,410-75.3% | $5,403-70.7% |