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 | $29,239 | $73,004-59.9% | $90,749-67.8% | $68,494-57.3% |
| Participation rate | 81.0% | 70.8%+10.1pp | 75.7%+5.3pp | 67.9%+13.1pp |
| Annual return | -13.60% | -13.81%+0.2pp | -12.16%-1.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $978 | $2,193-55.4% | $2,921-66.5% | $2,596-62.3% |
| Participant deferral / active EE | $2,453 | $3,627-32.4% | $4,564-46.2% | $4,027-39.1% |
| Admin fee / account holder | $1,432 | $5,896-75.7% | $8,445-83.0% | $5,403-73.5% |