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 | $29,061 | $48,265-39.8% | $68,791-57.8% | $68,494-57.6% |
| Participation rate | 88.9% | 60.7%+28.2pp | 69.0%+19.9pp | 67.9%+21.0pp |
| Annual return | -14.63% | -12.71%-1.9pp | -6.38%-8.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,655 | $1,829-9.5% | $2,655-37.7% | $2,596-36.3% |
| Participant deferral / active EE | $2,125 | $2,867-25.9% | $3,941-46.1% | $4,027-47.2% |
| Admin fee / account holder | $8,462 | $4,355+94.3% | $4,932+71.6% | $5,403+56.6% |