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 | $35,130 | $142,344-75.3% | $119,609-70.6% | $134,475-73.9% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -16.76% | -12.44%-4.3pp | -14.97%-1.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $3,116 | $5,222-40.3% | $4,232-26.4% | $4,740-34.3% |
| Participant deferral / active EE | $4,114 | $6,469-36.4% | $5,602-26.6% | $6,400-35.7% |
| Admin fee / account holder | $1,254 | $13,584-90.8% | $10,323-87.9% | $11,426-89.0% |