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 | $39,908 | $73,004-45.3% | $90,749-56.0% | $68,494-41.7% |
| Participation rate | 76.2% | 70.8%+5.4pp | 75.7%+0.5pp | 67.9%+8.3pp |
| Annual return | -15.85% | -13.81%-2.0pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $566 | $2,193-74.2% | $2,921-80.6% | $2,596-78.2% |
| Participant deferral / active EE | $2,263 | $3,627-37.6% | $4,564-50.4% | $4,027-43.8% |
| Admin fee / account holder | $2,811 | $5,896-52.3% | $8,445-66.7% | $5,403-48.0% |