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 | $33,871 | $56,357-39.9% | $104,294-67.5% | $68,494-50.5% |
| Participation rate | 75.3% | 63.3%+12.0pp | 73.3%+2.0pp | 67.9%+7.4pp |
| Annual return | -16.84% | -9.19%-7.6pp | 24.61%-41.4pp | -7.84%-9.0pp |
| Employer contribution / active EE | $783 | $1,960-60.1% | $3,372-76.8% | $2,596-69.8% |
| Participant deferral / active EE | $2,179 | $3,077-29.2% | $4,625-52.9% | $4,027-45.9% |
| Admin fee / account holder | $1,265 | $4,903-74.2% | $7,339-82.8% | $5,403-76.6% |