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 | $36,820 | $73,004-49.6% | $90,749-59.4% | $68,494-46.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -14.84% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,859 | $2,193-15.2% | $2,921-36.4% | $2,596-28.4% |
| Participant deferral / active EE | $1,935 | $3,627-46.6% | $4,564-57.6% | $4,027-51.9% |
| Admin fee / account holder | $3,808 | $5,896-35.4% | $8,445-54.9% | $5,403-29.5% |