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 | $36,770 | $73,004-49.6% | $90,749-59.5% | $68,494-46.3% |
| Participation rate | 80.4% | 70.8%+9.6pp | 75.7%+4.7pp | 67.9%+12.5pp |
| Annual return | -14.16% | -13.81%-0.4pp | -12.16%-2.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $996 | $2,193-54.6% | $2,921-65.9% | $2,596-61.7% |
| Participant deferral / active EE | $3,065 | $3,627-15.5% | $4,564-32.8% | $4,027-23.9% |
| Admin fee / account holder | $3,508 | $5,896-40.5% | $8,445-58.5% | $5,403-35.1% |