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 | $38,954 | $81,900-52.4% | $119,609-67.4% | $68,494-43.1% |
| Participation rate | 72.7% | 71.9%+0.8pp | 79.3%-6.5pp | 67.9%+4.8pp |
| Annual return | -16.31% | -23.82%+7.5pp | -14.97%-1.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,028 | $2,693-24.7% | $4,232-52.1% | $2,596-21.9% |
| Participant deferral / active EE | $3,596 | $4,148-13.3% | $5,602-35.8% | $4,027-10.7% |
| Admin fee / account holder | $6,413 | $6,582-2.6% | $10,323-37.9% | $5,403+18.7% |