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 | $44,820 | $81,900-45.3% | $119,609-62.5% | $68,494-34.6% |
| Participation rate | 80.4% | 71.9%+8.5pp | 79.3%+1.2pp | 67.9%+12.5pp |
| Annual return | -15.63% | -23.82%+8.2pp | -14.97%-0.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,936 | $2,693-28.1% | $4,232-54.2% | $2,596-25.4% |
| Participant deferral / active EE | $4,602 | $4,148+10.9% | $5,602-17.9% | $4,027+14.3% |
| Admin fee / account holder | $4,039 | $6,582-38.6% | $10,323-60.9% | $5,403-25.2% |