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 | $42,489 | $64,707-34.3% | $112,228-62.1% | $68,494-38.0% |
| Participation rate | 76.1% | 67.2%+8.9pp | 75.1%+1.0pp | 67.9%+8.2pp |
| Annual return | -16.45% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,190 | $2,746-20.3% | $3,635-39.8% | $2,596-15.7% |
| Participant deferral / active EE | $2,983 | $3,565-16.3% | $4,728-36.9% | $4,027-25.9% |
| Admin fee / account holder | $10,420 | $5,232+99.1% | $6,410+62.6% | $5,403+92.9% |