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 | $35,102 | $81,900-57.1% | $119,609-70.7% | $68,494-48.8% |
| Participation rate | 83.7% | 71.9%+11.8pp | 79.3%+4.5pp | 67.9%+15.8pp |
| Annual return | -16.84% | -23.82%+7.0pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,057 | $2,693-60.7% | $4,232-75.0% | $2,596-59.3% |
| Participant deferral / active EE | $2,188 | $4,148-47.3% | $5,602-60.9% | $4,027-45.7% |
| Admin fee / account holder | $4,198 | $6,582-36.2% | $10,323-59.3% | $5,403-22.3% |