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 | $34,968 | $46,674-25.1% | $117,472-70.2% | $68,494-48.9% |
| Participation rate | 96.7% | 56.8%+39.9pp | 70.6%+26.1pp | 67.9%+28.8pp |
| Annual return | -13.42% | -14.52%+1.1pp | 29.74%-43.2pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,759 | $1,505+16.9% | $4,176-57.9% | $2,596-32.3% |
| Participant deferral / active EE | $4,005 | $2,636+51.9% | $4,070-1.6% | $4,027-0.6% |
| Admin fee / account holder | $1,818 | $4,020-54.8% | $5,645-67.8% | $5,403-66.3% |