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 | $28,796 | $42,894-32.9% | $60,874-52.7% | $68,494-58.0% |
| Participation rate | 80.3% | 66.8%+13.5pp | 73.1%+7.2pp | 67.9%+12.4pp |
| Annual return | -17.68% | -13.98%-3.7pp | 16.90%-34.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,381 | $1,978-30.2% | $2,701-48.9% | $2,596-46.8% |
| Participant deferral / active EE | $3,867 | $2,867+34.9% | $3,817+1.3% | $4,027-4.0% |
| Admin fee / account holder | $1,755 | $3,101-43.4% | $3,224-45.6% | $5,403-67.5% |