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 | $52,940 | $42,894+23.4% | $60,874-13.0% | $68,494-22.7% |
| Participation rate | 96.9% | 66.8%+30.1pp | 73.1%+23.8pp | 67.9%+29.0pp |
| Annual return | -11.07% | -13.98%+2.9pp | 16.90%-28.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $1,221 | $1,978-38.3% | $2,701-54.8% | $2,596-53.0% |
| Participant deferral / active EE | $1,018 | $2,867-64.5% | $3,817-73.3% | $4,027-74.7% |
| Admin fee / account holder | $1,873 | $3,101-39.6% | $3,224-41.9% | $5,403-65.3% |