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 | $60,286 | $81,900-26.4% | $119,609-49.6% | $68,494-12.0% |
| Participation rate | 74.4% | 71.9%+2.5pp | 79.3%-4.9pp | 67.9%+6.5pp |
| Annual return | -16.59% | -23.82%+7.2pp | -14.97%-1.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,679 | $2,693-37.7% | $4,232-60.3% | $2,596-35.3% |
| Participant deferral / active EE | $1,874 | $4,148-54.8% | $5,602-66.6% | $4,027-53.5% |
| Admin fee / account holder | $4,301 | $6,582-34.6% | $10,323-58.3% | $5,403-20.4% |