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 9-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 | $35,455 | $54,229-34.6% | $70,092-49.4% | $68,494-48.2% |
| Participation rate | 78.8% | 64.5%+14.3pp | 70.5%+8.3pp | 67.9%+10.9pp |
| Annual return | -16.03% | -13.87%-2.2pp | 190.73%-206.8pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,755 | $2,018-13.0% | $2,559-31.4% | $2,596-32.4% |
| Participant deferral / active EE | $3,070 | $2,956+3.9% | $3,849-20.2% | $4,027-23.8% |
| Admin fee / account holder | $1,780 | $4,694-62.1% | $6,267-71.6% | $5,403-67.0% |