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 | $31,045 | $48,265-35.7% | $68,791-54.9% | $68,494-54.7% |
| Participation rate | 96.8% | 60.7%+36.1pp | 69.0%+27.7pp | 67.9%+28.9pp |
| Annual return | -18.16% | -12.71%-5.5pp | -6.38%-11.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,131 | $1,829-38.1% | $2,655-57.4% | $2,596-56.4% |
| Participant deferral / active EE | $2,702 | $2,867-5.7% | $3,941-31.4% | $4,027-32.9% |
| Admin fee / account holder | $942 | $4,355-78.4% | $4,932-80.9% | $5,403-82.6% |