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 | $38,094 | $81,900-53.5% | $119,609-68.2% | $68,494-44.4% |
| Participation rate | 78.4% | 71.9%+6.5pp | 79.3%-0.9pp | 67.9%+10.5pp |
| Annual return | -13.21% | -23.82%+10.6pp | -14.97%+1.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,065 | $2,693-60.5% | $4,232-74.8% | $2,596-59.0% |
| Participant deferral / active EE | $3,373 | $4,148-18.7% | $5,602-39.8% | $4,027-16.2% |
| Admin fee / account holder | $4,559 | $6,582-30.7% | $10,323-55.8% | $5,403-15.6% |