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 | $27,078 | $73,867-63.3% | $143,757-81.2% | $68,494-60.5% |
| Participation rate | 71.9% | 66.7%+5.3pp | 80.3%-8.4pp | 67.9%+4.0pp |
| Annual return | -13.04% | 1.01%-14.1pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,674 | $3,184-47.4% | $4,951-66.2% | $2,596-35.5% |
| Participant deferral / active EE | $3,010 | $3,384-11.1% | $5,637-46.6% | $4,027-25.3% |
| Admin fee / account holder | $6,903 | $5,755+19.9% | $14,673-53.0% | $5,403+27.8% |