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 | $38,867 | $42,894-9.4% | $60,874-36.2% | $68,494-43.3% |
| Participation rate | 73.2% | 66.8%+6.4pp | 73.1%+0.1pp | 67.9%+5.3pp |
| Annual return | -15.09% | -13.98%-1.1pp | 16.90%-32.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,622 | $1,978-18.0% | $2,701-40.0% | $2,596-37.5% |
| Participant deferral / active EE | $3,887 | $2,867+35.6% | $3,817+1.8% | $4,027-3.5% |
| Admin fee / account holder | $4,621 | $3,101+49.0% | $3,224+43.3% | $5,403-14.5% |