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 | $30,741 | $81,900-62.5% | $119,609-74.3% | $68,494-55.1% |
| Participation rate | 73.1% | 71.9%+1.2pp | 79.3%-6.2pp | 67.9%+5.2pp |
| Annual return | -18.32% | -23.82%+5.5pp | -14.97%-3.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $2,015 | $2,693-25.2% | $4,232-52.4% | $2,596-22.4% |
| Participant deferral / active EE | $2,717 | $4,148-34.5% | $5,602-51.5% | $4,027-32.5% |
| Admin fee / account holder | $2,381 | $6,582-63.8% | $10,323-76.9% | $5,403-55.9% |