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 6-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 | $30,929 | $64,707-52.2% | $112,228-72.4% | $68,494-54.8% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | -15.18% | -11.40%-3.8pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $793 | $2,746-71.1% | $3,635-78.2% | $2,596-69.5% |
| Participant deferral / active EE | $3,206 | $3,565-10.1% | $4,728-32.2% | $4,027-20.4% |
| Admin fee / account holder | $627 | $5,232-88.0% | $6,410-90.2% | $5,403-88.4% |