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 | $30,814 | $73,004-57.8% | $90,749-66.0% | $68,494-55.0% |
| Participation rate | 91.5% | 70.8%+20.6pp | 75.7%+15.8pp | 67.9%+23.6pp |
| Annual return | -13.95% | -13.81%-0.1pp | -12.16%-1.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,747 | $2,193-20.3% | $2,921-40.2% | $2,596-32.7% |
| Participant deferral / active EE | $2,804 | $3,627-22.7% | $4,564-38.6% | $4,027-30.4% |
| Admin fee / account holder | $3,702 | $5,896-37.2% | $8,445-56.2% | $5,403-31.5% |