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 | $51,318 | $76,912-33.3% | $129,110-60.3% | $68,494-25.1% |
| Participation rate | 82.8% | 69.1%+13.6pp | 77.3%+5.5pp | 67.9%+14.9pp |
| Annual return | -16.70% | -9.78%-6.9pp | -10.94%-5.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,611 | $3,243-19.5% | $5,052-48.3% | $2,596+0.6% |
| Participant deferral / active EE | $2,972 | $4,732-37.2% | $6,542-54.6% | $4,027-26.2% |
| Admin fee / account holder | $5,198 | $6,638-21.7% | $14,302-63.7% | $5,403-3.8% |