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 | $40,777 | $54,350-25.0% | $82,719-50.7% | $68,494-40.5% |
| Participation rate | 72.7% | 63.9%+8.8pp | 72.6%+0.2pp | 67.9%+4.8pp |
| Annual return | -15.54% | -13.67%-1.9pp | 701.18%-716.7pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,028 | $2,218-8.6% | $3,009-32.6% | $2,596-21.9% |
| Participant deferral / active EE | $3,352 | $3,246+3.3% | $4,395-23.7% | $4,027-16.8% |
| Admin fee / account holder | $1,012 | $4,395-77.0% | $5,329-81.0% | $5,403-81.3% |