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 | $42,293 | $64,707-34.6% | $112,228-62.3% | $68,494-38.3% |
| Participation rate | 78.1% | 67.2%+11.0pp | 75.1%+3.1pp | 67.9%+10.2pp |
| Annual return | -13.31% | -11.40%-1.9pp | 27.45%-40.8pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,452 | $2,746-10.7% | $3,635-32.5% | $2,596-5.6% |
| Participant deferral / active EE | $2,564 | $3,565-28.1% | $4,728-45.8% | $4,027-36.3% |
| Admin fee / account holder | $8,956 | $5,232+71.2% | $6,410+39.7% | $5,403+65.8% |