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 | $33,727 | $53,162-36.6% | $91,220-63.0% | $68,494-50.8% |
| Participation rate | 74.1% | 63.2%+10.9pp | 73.2%+0.9pp | 67.9%+6.2pp |
| Annual return | -18.80% | -3.14%-15.7pp | 114.01%-132.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $2,059 | $1,709+20.5% | $2,850-27.7% | $2,596-20.7% |
| Participant deferral / active EE | $3,941 | $2,974+32.5% | $4,234-6.9% | $4,027-2.2% |
| Admin fee / account holder | $1,945 | $4,493-56.7% | $5,420-64.1% | $5,403-64.0% |