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 | $29,155 | $42,894-32.0% | $60,874-52.1% | $68,494-57.4% |
| Participation rate | 93.8% | 66.8%+27.0pp | 73.1%+20.6pp | 67.9%+25.9pp |
| Annual return | -11.34% | -13.98%+2.6pp | 16.90%-28.2pp | -7.84%-3.5pp |
| Employer contribution / active EE | $3,333 | $1,978+68.5% | $2,701+23.4% | $2,596+28.4% |
| Participant deferral / active EE | $2,827 | $2,867-1.4% | $3,817-25.9% | $4,027-29.8% |
| Admin fee / account holder | $460 | $3,101-85.2% | $3,224-85.7% | $5,403-91.5% |