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 | $25,492 | $73,004-65.1% | $90,749-71.9% | $68,494-62.8% |
| Participation rate | 96.8% | 70.8%+26.0pp | 75.7%+21.1pp | 67.9%+28.9pp |
| Annual return | -16.07% | -13.81%-2.3pp | -12.16%-3.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $580 | $2,193-73.5% | $2,921-80.1% | $2,596-77.7% |
| Participant deferral / active EE | $3,379 | $3,627-6.8% | $4,564-26.0% | $4,027-16.1% |
| Admin fee / account holder | $3,111 | $5,896-47.2% | $8,445-63.2% | $5,403-42.4% |