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 | $51,167 | $64,707-20.9% | $112,228-54.4% | $68,494-25.3% |
| Participation rate | 76.8% | 67.2%+9.7pp | 75.1%+1.8pp | 67.9%+9.0pp |
| Annual return | -14.30% | -11.40%-2.9pp | 27.45%-41.8pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,850 | $2,746+3.8% | $3,635-21.6% | $2,596+9.8% |
| Participant deferral / active EE | $5,020 | $3,565+40.8% | $4,728+6.2% | $4,027+24.7% |
| Admin fee / account holder | $3,399 | $5,232-35.0% | $6,410-47.0% | $5,403-37.1% |