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 | $47,935 | $56,357-14.9% | $104,294-54.0% | $68,494-30.0% |
| Participation rate | 70.0% | 63.3%+6.7pp | 73.3%-3.3pp | 67.9%+2.1pp |
| Annual return | -14.06% | -9.19%-4.9pp | 24.61%-38.7pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,480 | $1,960-24.5% | $3,372-56.1% | $2,596-43.0% |
| Participant deferral / active EE | $1,853 | $3,077-39.8% | $4,625-59.9% | $4,027-54.0% |
| Admin fee / account holder | $1,667 | $4,903-66.0% | $7,339-77.3% | $5,403-69.1% |