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 | $37,784 | $54,229-30.3% | $70,092-46.1% | $68,494-44.8% |
| Participation rate | 73.5% | 64.5%+9.0pp | 70.5%+3.1pp | 67.9%+5.6pp |
| Annual return | -18.33% | -13.87%-4.5pp | 190.73%-209.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,385 | $2,018-31.4% | $2,559-45.9% | $2,596-46.6% |
| Participant deferral / active EE | $1,721 | $2,956-41.8% | $3,849-55.3% | $4,027-57.3% |
| Admin fee / account holder | $1,430 | $4,694-69.5% | $6,267-77.2% | $5,403-73.5% |