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 | $53,287 | $110,094-51.6% | $151,611-64.9% | $68,494-22.2% |
| Participation rate | 92.6% | 84.0%+8.7pp | 87.5%+5.1pp | 67.9%+24.7pp |
| Annual return | -15.57% | -10.12%-5.4pp | 3.33%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,947 | $4,471-56.5% | $6,166-68.4% | $2,596-25.0% |
| Participant deferral / active EE | $3,739 | $6,527-42.7% | $8,363-55.3% | $4,027-7.2% |
| Admin fee / account holder | $4,637 | $7,719-39.9% | $11,616-60.1% | $5,403-14.2% |