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 | $26,960 | $81,900-67.1% | $119,609-77.5% | $68,494-60.6% |
| Participation rate | 82.9% | 71.9%+11.0pp | 79.3%+3.6pp | 67.9%+15.0pp |
| Annual return | -15.31% | -23.82%+8.5pp | -14.97%-0.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,446 | $2,693-46.3% | $4,232-65.8% | $2,596-44.3% |
| Participant deferral / active EE | $3,109 | $4,148-25.0% | $5,602-44.5% | $4,027-22.8% |
| Admin fee / account holder | $2,731 | $6,582-58.5% | $10,323-73.5% | $5,403-49.5% |