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 | $31,552 | $48,265-34.6% | $68,791-54.1% | $68,494-53.9% |
| Participation rate | 92.0% | 60.7%+31.3pp | 69.0%+23.0pp | 67.9%+24.1pp |
| Annual return | -18.41% | -12.71%-5.7pp | -6.38%-12.0pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,004 | $1,829-45.1% | $2,655-62.2% | $2,596-61.3% |
| Participant deferral / active EE | $2,772 | $2,867-3.3% | $3,941-29.7% | $4,027-31.2% |
| Admin fee / account holder | $1,825 | $4,355-58.1% | $4,932-63.0% | $5,403-66.2% |