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 | $35,057 | $46,674-24.9% | $117,472-70.2% | $68,494-48.8% |
| Participation rate | 93.8% | 56.8%+37.0pp | 70.6%+23.2pp | 67.9%+25.9pp |
| Annual return | -12.26% | -14.52%+2.3pp | 29.74%-42.0pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,664 | $1,505+10.6% | $4,176-60.2% | $2,596-35.9% |
| Participant deferral / active EE | $4,009 | $2,636+52.1% | $4,070-1.5% | $4,027-0.5% |
| Admin fee / account holder | $1,293 | $4,020-67.8% | $5,645-77.1% | $5,403-76.1% |