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 | $44,365 | $64,707-31.4% | $112,228-60.5% | $68,494-35.2% |
| Participation rate | 72.1% | 67.2%+4.9pp | 75.1%-3.0pp | 67.9%+4.2pp |
| Annual return | -6.51% | -11.40%+4.9pp | 27.45%-34.0pp | -7.84%+1.3pp |
| Employer contribution / active EE | $2,030 | $2,746-26.1% | $3,635-44.1% | $2,596-21.8% |
| Participant deferral / active EE | $6,241 | $3,565+75.1% | $4,728+32.0% | $4,027+55.0% |
| Admin fee / account holder | $4,957 | $5,232-5.3% | $6,410-22.7% | $5,403-8.2% |