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 | $27,684 | $81,900-66.2% | $119,609-76.9% | $68,494-59.6% |
| Participation rate | 94.1% | 71.9%+22.2pp | 79.3%+14.9pp | 67.9%+26.2pp |
| Annual return | -16.56% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,711 | $2,693-36.5% | $4,232-59.6% | $2,596-34.1% |
| Participant deferral / active EE | $3,985 | $4,148-3.9% | $5,602-28.9% | $4,027-1.0% |
| Admin fee / account holder | $1,500 | $6,582-77.2% | $10,323-85.5% | $5,403-72.2% |