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 | $64,843 | $81,900-20.8% | $119,609-45.8% | $68,494-5.3% |
| Participation rate | 81.6% | 71.9%+9.7pp | 79.3%+2.3pp | 67.9%+13.7pp |
| Annual return | -17.56% | -23.82%+6.3pp | -14.97%-2.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,040 | $2,693-61.4% | $4,232-75.4% | $2,596-59.9% |
| Participant deferral / active EE | $2,423 | $4,148-41.6% | $5,602-56.8% | $4,027-39.8% |
| Admin fee / account holder | $6,108 | $6,582-7.2% | $10,323-40.8% | $5,403+13.0% |