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 | $44,149 | $81,900-46.1% | $119,609-63.1% | $68,494-35.5% |
| Participation rate | 98.6% | 71.9%+26.7pp | 79.3%+19.4pp | 67.9%+30.7pp |
| Annual return | -18.55% | -23.82%+5.3pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,797 | $2,693+3.8% | $4,232-33.9% | $2,596+7.7% |
| Participant deferral / active EE | $3,212 | $4,148-22.6% | $5,602-42.7% | $4,027-20.2% |
| Admin fee / account holder | $1,101 | $6,582-83.3% | $10,323-89.3% | $5,403-79.6% |