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 | $36,692 | $73,004-49.7% | $90,749-59.6% | $68,494-46.4% |
| Participation rate | 93.0% | 70.8%+22.1pp | 75.7%+17.3pp | 67.9%+25.1pp |
| Annual return | -14.18% | -13.81%-0.4pp | -12.16%-2.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,486 | $2,193-32.2% | $2,921-49.1% | $2,596-42.8% |
| Participant deferral / active EE | $3,081 | $3,627-15.0% | $4,564-32.5% | $4,027-23.5% |
| Admin fee / account holder | $5,149 | $5,896-12.7% | $8,445-39.0% | $5,403-4.7% |