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 | $32,032 | $42,894-25.3% | $60,874-47.4% | $68,494-53.2% |
| Participation rate | 98.0% | 66.8%+31.2pp | 73.1%+24.9pp | 67.9%+30.1pp |
| Annual return | -9.27% | -13.98%+4.7pp | 16.90%-26.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $3,300 | $1,978+66.8% | $2,701+22.2% | $2,596+27.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,740 | $3,101-11.6% | $3,224-15.0% | $5,403-49.3% |