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 | $37,360 | $48,265-22.6% | $68,791-45.7% | $68,494-45.5% |
| Participation rate | 70.7% | 60.7%+10.0pp | 69.0%+1.7pp | 67.9%+2.8pp |
| Annual return | -14.87% | -12.71%-2.2pp | -6.38%-8.5pp | -7.84%-7.0pp |
| Employer contribution / active EE | $830 | $1,829-54.6% | $2,655-68.7% | $2,596-68.0% |
| Participant deferral / active EE | $2,683 | $2,867-6.4% | $3,941-31.9% | $4,027-33.4% |
| Admin fee / account holder | $7,313 | $4,355+67.9% | $4,932+48.3% | $5,403+35.4% |