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 | $48,235 | $64,707-25.5% | $112,228-57.0% | $68,494-29.6% |
| Participation rate | 79.5% | 67.2%+12.3pp | 75.1%+4.4pp | 67.9%+11.6pp |
| Annual return | -17.74% | -11.40%-6.3pp | 27.45%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,372 | $2,746-50.0% | $3,635-62.3% | $2,596-47.2% |
| Participant deferral / active EE | $3,166 | $3,565-11.2% | $4,728-33.0% | $4,027-21.4% |
| Admin fee / account holder | $1,675 | $5,232-68.0% | $6,410-73.9% | $5,403-69.0% |