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 | $35,414 | $50,958-30.5% | $74,550-52.5% | $64,186-44.8% |
| Participation rate | 79.5% | 61.1%+18.5pp | 69.1%+10.4pp | 69.6%+10.0pp |
| Annual return | -4.62% | -1.86%-2.8pp | 32.53%-37.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $912 | $1,115-18.2% | $1,961-53.5% | $2,381-61.7% |
| Participant deferral / active EE | $2,533 | $2,301+10.1% | $3,108-18.5% | $3,470-27.0% |
| Admin fee / account holder | $621 | $4,223-85.3% | $5,060-87.7% | $4,888-87.3% |