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 | $40,581 | $64,707-37.3% | $112,228-63.8% | $68,494-40.8% |
| Participation rate | 83.3% | 67.2%+16.2pp | 75.1%+8.3pp | 67.9%+15.4pp |
| Annual return | -16.70% | -11.40%-5.3pp | 27.45%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,142 | $2,746-58.4% | $3,635-68.6% | $2,596-56.0% |
| Participant deferral / active EE | $3,115 | $3,565-12.6% | $4,728-34.1% | $4,027-22.6% |
| Admin fee / account holder | $4,565 | $5,232-12.8% | $6,410-28.8% | $5,403-15.5% |