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 | $61,879 | $81,900-24.4% | $119,609-48.3% | $68,494-9.7% |
| Participation rate | 79.5% | 71.9%+7.7pp | 79.3%+0.3pp | 67.9%+11.7pp |
| Annual return | -14.90% | -23.82%+8.9pp | -14.97%+0.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,877 | $2,693-30.3% | $4,232-55.7% | $2,596-27.7% |
| Participant deferral / active EE | $2,610 | $4,148-37.1% | $5,602-53.4% | $4,027-35.2% |
| Admin fee / account holder | $2,568 | $6,582-61.0% | $10,323-75.1% | $5,403-52.5% |