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 | $37,882 | $69,010-45.1% | $159,960-76.3% | $68,494-44.7% |
| Participation rate | 93.8% | 65.4%+28.3pp | 78.0%+15.8pp | 67.9%+25.9pp |
| Annual return | -8.69% | -9.65%+1.0pp | 408.60%-417.3pp | -7.84%-0.8pp |
| Employer contribution / active EE | $1,693 | $2,213-23.5% | $4,226-59.9% | $2,596-34.8% |
| Participant deferral / active EE | $2,634 | $4,212-37.5% | $6,182-57.4% | $4,027-34.6% |
| Admin fee / account holder | $4,513 | $4,798-5.9% | $8,698-48.1% | $5,403-16.5% |