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 | $57,588 | $81,900-29.7% | $119,609-51.9% | $68,494-15.9% |
| Participation rate | 70.4% | 71.9%-1.5pp | 79.3%-8.9pp | 67.9%+2.5pp |
| Annual return | -8.50% | -23.82%+15.3pp | -14.97%+6.5pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,346 | $2,693-50.0% | $4,232-68.2% | $2,596-48.1% |
| Participant deferral / active EE | $1,903 | $4,148-54.1% | $5,602-66.0% | $4,027-52.8% |
| Admin fee / account holder | $1,153 | $6,582-82.5% | $10,323-88.8% | $5,403-78.7% |