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 | $36,138 | $53,806-32.8% | $61,491-41.2% | $68,494-47.2% |
| Participation rate | 80.0% | 72.5%+7.5pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -13.39% | -15.68%+2.3pp | -12.98%-0.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,372 | $3,218-57.4% | $4,246-67.7% | $2,596-47.1% |
| Participant deferral / active EE | $2,397 | $3,678-34.8% | $5,188-53.8% | $4,027-40.5% |
| Admin fee / account holder | $1,080 | $5,999-82.0% | $4,312-75.0% | $5,403-80.0% |