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 | $41,019 | $110,094-62.7% | $151,611-72.9% | $68,494-40.1% |
| Participation rate | 78.9% | 84.0%-5.0pp | 87.5%-8.5pp | 67.9%+11.1pp |
| Annual return | -12.06% | -10.12%-1.9pp | 3.33%-15.4pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,825 | $4,471-59.2% | $6,166-70.4% | $2,596-29.7% |
| Participant deferral / active EE | $3,769 | $6,527-42.3% | $8,363-54.9% | $4,027-6.4% |
| Admin fee / account holder | $1,262 | $7,719-83.7% | $11,616-89.1% | $5,403-76.6% |