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 | $43,411 | $81,900-47.0% | $119,609-63.7% | $68,494-36.6% |
| Participation rate | 90.2% | 71.9%+18.3pp | 79.3%+10.9pp | 67.9%+22.3pp |
| Annual return | -15.77% | -23.82%+8.1pp | -14.97%-0.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,429 | $2,693-9.8% | $4,232-42.6% | $2,596-6.4% |
| Participant deferral / active EE | $4,182 | $4,148+0.8% | $5,602-25.3% | $4,027+3.8% |
| Admin fee / account holder | $1,874 | $6,582-71.5% | $10,323-81.8% | $5,403-65.3% |