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 | $38,863 | $73,867-47.4% | $143,757-73.0% | $68,494-43.3% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -12.01% | 1.01%-13.0pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $2,836 | $3,184-10.9% | $4,951-42.7% | $2,596+9.2% |
| Participant deferral / active EE | $2,899 | $3,384-14.3% | $5,637-48.6% | $4,027-28.0% |
| Admin fee / account holder | $1,689 | $5,755-70.7% | $14,673-88.5% | $5,403-68.7% |