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 | $19,375 | $42,894-54.8% | $60,874-68.2% | $68,494-71.7% |
| Participation rate | 98.3% | 66.8%+31.5pp | 73.1%+25.2pp | 67.9%+30.4pp |
| Annual return | -14.01% | -13.98%0pp | 16.90%-30.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $688 | $1,978-65.2% | $2,701-74.5% | $2,596-73.5% |
| Participant deferral / active EE | $2,695 | $2,867-6.0% | $3,817-29.4% | $4,027-33.1% |
| Admin fee / account holder | $2,269 | $3,101-26.8% | $3,224-29.6% | $5,403-58.0% |