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 | $34,232 | $42,894-20.2% | $60,874-43.8% | $68,494-50.0% |
| Participation rate | 89.1% | 66.8%+22.3pp | 73.1%+16.0pp | 67.9%+21.2pp |
| Annual return | -17.95% | -13.98%-4.0pp | 16.90%-34.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,262 | $1,978-36.2% | $2,701-53.3% | $2,596-51.4% |
| Participant deferral / active EE | $7,127 | $2,867+148.6% | $3,817+86.7% | $4,027+77.0% |
| Admin fee / account holder | $7,680 | $3,101+147.7% | $3,224+138.2% | $5,403+42.2% |