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 | $44,571 | $81,900-45.6% | $119,609-62.7% | $68,494-34.9% |
| Participation rate | 81.3% | 71.9%+9.4pp | 79.3%+2.0pp | 67.9%+13.4pp |
| Annual return | -13.53% | -23.82%+10.3pp | -14.97%+1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $2,097 | $2,693-22.1% | $4,232-50.4% | $2,596-19.2% |
| Participant deferral / active EE | $4,384 | $4,148+5.7% | $5,602-21.7% | $4,027+8.9% |
| Admin fee / account holder | $6,321 | $6,582-4.0% | $10,323-38.8% | $5,403+17.0% |