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 | $38,577 | $73,004-47.2% | $90,749-57.5% | $68,494-43.7% |
| Participation rate | 94.9% | 70.8%+24.0pp | 75.7%+19.2pp | 67.9%+27.0pp |
| Annual return | -13.01% | -13.81%+0.8pp | -12.16%-0.8pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,590 | $2,193-27.5% | $2,921-45.6% | $2,596-38.8% |
| Participant deferral / active EE | $2,707 | $3,627-25.4% | $4,564-40.7% | $4,027-32.8% |
| Admin fee / account holder | $1,017 | $5,896-82.7% | $8,445-88.0% | $5,403-81.2% |