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 | $39,818 | $64,707-38.5% | $112,228-64.5% | $68,494-41.9% |
| Participation rate | 81.2% | 67.2%+14.0pp | 75.1%+6.1pp | 67.9%+13.3pp |
| Annual return | -19.37% | -11.40%-8.0pp | 27.45%-46.8pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,750 | $2,746+0.2% | $3,635-24.3% | $2,596+5.9% |
| Participant deferral / active EE | $5,170 | $3,565+45.0% | $4,728+9.3% | $4,027+28.4% |
| Admin fee / account holder | $2,333 | $5,232-55.4% | $6,410-63.6% | $5,403-56.8% |